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HomeMy WebLinkAbout80-00336 . >< ~ i:'.l ~ ~ , , 0 ( ~ . ' . ~ H 5> 8 ! . ~ III ~ . ~ ~ ~ , r,(.' <C '" ~ S H (";) H ~ ~ 0 co - " '. 0 - N .s ~ . JI 0 Z ,1ft UJ 21-8 0 ," "',' ," ' ,'~lill:i'C!/b{' 1(' 1\1.l,ISII,1I (JI I\II,I,S (JI .....t..,..J..!.U...{l,",..I....,.., COUI\TY :\0. ;1,' - ,{t,. ..~ .~~. PETITIO\ FOil I'IIOIIATE OF 11'11.1. A:\D I.ETTI':IIS OF Amll:\ISTIIATIO\ ell II TESTAIII'::\TO A\:\EXO I.ETTI':IIS OF ,IDIII\ISTILITIO\ IJE 1I0\IS \0\ I.I-:TTEIIS OF AIJ~II\JSTIIATIO\ DE IIO\IS :\ON CU~I TEST ,IIII-:\TO,I \I\EXO .,.,.," , ' '''';~' ill till' E~lillt' of ./!.,h::(!........!.~;......~:-/O.OI.)...".,,' ........". dt'('('ased. Pt'litiOllt'r(.Ii), .,."....""fIr.::.i:..\{,/...,......L~,:.~:-:.:..~!-?.,,,...,,'~,,,,.. a\le'~d') Ihal: ..",......,."......."."..........."............. is I. PC'tirimll'r('!t') -/tn' h\'I'lll,"-mll' .\'l'ar,~ oj Hgl' OJ oldc'!' - -,' (' 1 ......\1".I..l...ll,l,;.......l..I.."t.7..:......"............"....................... ill lilt' aht)\'" captiolled {'slale, }1"1'1 '/? /,'- ,1-', 2. 111.'l,('(I('1I1 diC'd nn _, ; t.L/......".....'-:.::..;;'...;.".,{....~,..C.""........... al "...,.".."".,,~t in the County of /! (,);1 '-"1 l.~U.l!hli.f..<<.V;AI.J..I~.L,........ Stal<' of .........l.... ...~........,..,................ OIl lIlt' a~(' of ...,(L,. ,........"..... ypafs. ha\'il1~ Illildl' I:\.f./.~:....... Lll.~t Will alld Te.~tilllH'nt dated Ihl' ../;':711.. day of .../..l.t::{~::~:,::...7..."............... A.J): W2;f.. \1'1 ,eL(,", ' I I 1/.'///1;1'1 '// ,,)0"0 J' "L-c~ u'rCl1I .'>-lr.l;...,.... appolll ('t .............. ./...:.;.t.....l.........,~.j":.........~,....~..';;.....,...............,,............,........ '..XI.'C ...t. ............. \Vhich EX('l' l.'.:I,~;'..;\~... ha.~ sinc(' .........;l)!f.~(..l...,..,..........,.........,........,......................,..,..."................"......................... on "J'ptl" ami appli('s for Il.ttf'r.~ of administration On .....,....."... day of ........,............................"...." HJ.."...., L(~tlers of Administration W!!fe ~rallted tn .................. ,...,....................."."....................."',.,.,.,,..".....,..,."....................,.."....,........."..,...........,......................".......,.",....................... d.h.lI. eLb,n,,",l.a, - I /"", _-__ "1 f (" rV[/') I :3, Ll'llNS of Administration c.La. art' Ill'l'<bl hN'i1US{' .............:".-:".........,:..I..(.....:(..~,..r.:.(.~..(,.."...........,... . ." r ,', r' apply., ,"' , ' //I.!.!!1:.>:....ll1..:.~';),,;,..:;),'...':.."r.LL.....j,J.t:.,:;.~t.r.I.\.E..,:.":?..... and lH'titiOlH'r( s) applies ill .....I.h,,~.~,.... capacity n~j /i 1--'/~~ld [' c,,' I -"II ,,,,,r.IL "(;_"/.;':f.7.f.,:'",,,,,,,,,I.,,,,<,,[;,(,,,,k,J,,,U.,,',o,,,,,,,,,,,, , 4, Dt'l't'dellt dit.d domidk'd in ..l1,\~:.f;.).C:l.LI":.i.U.t!..~,!.!.............,, with his last family Of principal I.: . . Jstate or ~l1l11tr)'), ;;; .-, re,idellce LlI.""\td,'1",,,,,,u,L/.;:,(!!I.l,U,,,,,,,,t.I.V,l;,:,.,-,,,,J,J:,:.d,)..I:,l.!.E.,..."";:"'!':::,;,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, was was 5. (Where dt'l'l'dt'nt diNI k~tatt~) DeCl,dellt was not married and a child was 110t horn to Of adopt(.d hy decedent nftl'r l'XN.'ulion of Iht' will (ami wh('n' applil'illlt is alleged spouse) nor was decedent divorced from applicant af!l'r ('xl'l'lllinll nf will and at dealh. 6, TIll' said dl'Cl'dt'llt was (loss,.ssed of Goods, Chattels. Hights and Credits to the estimated vllhw of $.3.~0,Ifl;':~~\I".:::;0and of Heal Estlllt'. 10 thl' estimaled \'alue of $....!:2d)D.Q..:,9,~'ls neaf as ean he aSl'l'rlailwd. That tll(' said Heal Estate ill .~o far as known is located in .......".......,."............."......"..... ,,,,"',,J\;\\W,\~I\LI41.i~?,,,,,,n!.~c!.,~J..T,f,,,,,..,,"'"''''''''''''''",.."",,,,,,,,..,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,," 7. (Whew de(,l'dt'nt dietl illtt'stah' as to any portion of this estale). P(.titiOlU'f after a propef search has ;ls('(~rtainl'tl that dl't'l'd{'llt was sur\'i\'pd hy thl' follo\\'il1~'l1alJll'd persons l.'ntitlt.tl to distrihution under the IlItestat<, Ad of W47: Nllllll' IklaliOlIShil) Hesidcncl' L"".!ff./'ftJ."",LII::U{J,,,,,,,,,.., "..",,,..,!,J.{:,!c'r{Ttl.,CiJI,o,,,1,2M 1.,,,,,,,,,..,,,,,,i.J';.,f.lL~HJi.E;,./:'d:,,,, o ... ........................"....,...,.,........".,............,.,........,.,....,....,...........,..,....,..."..................,.........".........,..,.,........."....,.................. , ' 3"""""",,,,,,,,,,,,..,,,,,,,,,,,..,,........,..,..,,,,,,,..,,,,,,,,..,,,,,,,,,..,,,,,,,,,,,,....""..,,,..,,,,,..,,,,,,..,,,,,,,,,,,,,,,,,,,..,,,,..,,,,,,,,,,,,,,..,,,,,,,,',,,,""'" 4, ""....'"..,,,,,..,..,,,,...,,. ..,......"...."".."",,,,,,,,,,,,,,..,,,..,,....,..,,,,,,,,..,,..,,',,,,....,',,..,'''',..,,,,,,.......... "".."",,,,,,,,,,, ,,"""" " ,,"" " " 5, """"""..,.."""..' ,,,.,,......,.........,........,,.....,....,,,.........,,...........".........,..,...........,....................,....,..,...'"......................... 6. .................... ............,..."............."......,....,........,.........,....,......"......."......,.......,.",.".........,.,......,.....,....................." ...,...,................................"...."....,."......."..........,..,..."..,."..,...........".,.......,"".............,.........,............".....".....,.............,,,....,, a!'I,ly" TIll'rl.fofl', pt'litiOllt'r( s) n.spel'lfully applit,s for (I'rohall' of tht' will l)J"l'S('IlIt'll her~\\'ilh and fur) h''';' ,n![ad~il:i"raliUt~;I)!~d,C:r"d",,,,,,,"..""'7j'''/''''''''/I''T'''"'''/''''''....''''''..''' Dah~d: \)L.. ........:.<rj'<:;....~:..t Sij!.lJt.d: .."i.l.'(..('.~..~:1./...:'.....\..._...l::.C.i~.6.-,r."..........."........ 696'ldr..". [,),:1, "1y,1~)t'DL,,,,,,.'i.Lf!,,''''',,r.:[,,'''' L.r:'/)!,:)>'LT ...:..--~~-! '-;:JorJ , I I A ~~i ............................"......................,.",,,................."..............". Cml~I():\II'I-:"I.TII OF I''':\:\SYLVA:\IA \ SS "C,>.!JiI,f.'f.ly&!V.!~""""''''''',,,,,,,C:OUNTY: ( " ,/,\E:I..[,/0, """...l,..>,~\".D"""., ....................,..."............. lilt' IwlitioIlN(.Ii') ill Iht' ,lhm'(' applicalion. Ill.jug dlll~' ..-1.(.\..:(U.~-.1/1./ ..... al'('llJ'djll~ III l.lW 'iIY( s) lhal Ilw "ilalcTl1l'lIls SI'I forlh 1""/' ill this pl'litillll an' tnll' 10 111l' Ill'sl 01 ,,r./::..:..... ...;,/~~~"':c.4~.,!........ ................. allll slIhsl'riht'd 11I'fol"t.' .". kllllWlt'd~I' ,lilt! !wlit.l. '. ,: , ) ,1 j'/' (j, I 1 /, 1/ . .,'.:::~.:. ~..:. ;~~ ..-. . ;': . . ..... J....t.. ;'..';:;:7~~.: ;cr.' "........ ....................... Illt"'"''',..''''",Qr;,t.9.9,~r."J~.,3..''' """, I!J'""~.J,, "'''.,://1', It:UfC,,,/l.'''''''' c.u~" Ur.~j\ft'r ;,;1, lJ'"' 1"11" .. 'II.t: ..................................................."................."....... ...............,.............,......,...,...............,................ a t l, " " "" ~, (~: , c)'. ~ .::;.r( Lr..li.. ;'~;~J c:;! c:..:' 0::1..": = ?<j or:: ~~) ~LJ~ c;;~" ",'" ~ "~B 50 i3 Attorlwy's NlIml' and Addrl'ss ~ ~ n ' """Ic.U?d.3r:.T.:;JJ"","""I.:':"''''{,u~U.!..J;,,(.~tf.:.,'r.:.,,' ." fe. ..... .B..f:f.......~..i.7!/.:.}"...J)fL: .l....:.f::..o.Wi!.~t:.~t:i,L7 ,,/;..;1 . / /70 Gl? OATH OF PERSONAL REPRESENTATIVE COMMONW8ALTH 01" PENNSYLVANIA COUNTY 01" CUMBERLAND 1 ss: ," ,"" """" '"',''' """, ,If f..?'f1!"" '''' fJ/0.~: p",,,,,,,,, ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, '" '" """""',""'"',''' petitioner{s) being duly "",.-j).f!.,O/:,('J."""""""""""""""", according to law do EL", depose and say that as the d ' 't <;-,11,[ f th. t,t f //>,. /rJ /;: lvuJ /;1 a nllnlS ra Lh.t..r....,,, 0 l. es ,\ e 0 ..,.."...";'..-;.~(.i.,/.I,,'... .....",......"...,...""".......""""""....................................."...... ..................................."...........................,...................................................................."................................................. deceased "",,""",,""",," will well and truly administer the goods and chattels, rights and credits of said deceased, according to law, And also will diligently comply with the provisions of the law relating to Transfer Inheritances, ",,""jy.~,(:?,f1.(~""""""""""""""""" and subscribed before me, """";2'<;J,q.l?,~,r...J33""""",,' A, D" 19"~,t,, R~gi~I"'(!.""tp?~"""'"'''' "",:!J:;,~'1:,~::,:".i,(,l'::",:i?"""",,"""""""""""'"'''' ............................................................................................ DECREE Be it remembered. tWlt.,(lfhtlw ,~""""~,~~,IL"",,,, day of """",,9.~,t.!?!?,<;l,:r;''''''''''''''''''''' A, D" Uj,~,L, L tt f Ad ' 't JJt,.15.~I~-.th".T.t"t. f r,J/cir/ ,) / .. 0.0 e ers 0' n11nl8 ra 1011 111 C es a e 0 """"...(;.:. .....r,......"",..J....l...:;.........."""................................................ "'" "'" ""'''''' ,,,"," "'''''' '"'' ,,,"'"''''''''''',''''''''' ,"",' '"'' In te of ",' lC. t/ 1. {,I ,WI., {;,,, '''',','''''',,','''''''','' """ """"""" "" Cumberltmd County, Pennsylvania, deceased, were granted to """"",d{i.;I.:,iI.""Jd'"f.L::J""""""""" ............................................................................................................................,........................................................... Witness my hand and oflicial seal tbe day and ~'e'u' afou: / 4- a. ~ ' """"""""'i?ft7'"''''''';,,~~''''' ,,{I /' IIILU~ / /I'):J' / . ,/., 697 OATH m SUIISCIUUlNG WITNESS COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND f This If/tt 2J.st day of Hav A.D.,1980 , before me, Register for the Probate of Wills and granting lellers of Administration in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally camc Elizabeth p, Quigley and George A. Vaughn, III the subscribing witnesses to the foregoing instrument of wrilir.g purporting to be the last Will and T~stumcnt of Edna B, Wood Dated August 29, 1979 late of Lemoyne Borough, Cumberland County Pa., deceased who being duly sworn according to law, depose and say, that VI they present, and saw and heard the testat rix sign, seal, publish, pronounce aud declare th~ said instrumentbf writing as and for h er Testament and Last Will, and at the time of so doing she , ' was of sound and disposing mind memory and understanding, to the best of ou r knowledge, observation and belief. sworn and subscribed before ~/Jl1Al (q. :f:r4X;;.J Register AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA t ss: COUNTY OF CUMBERLAND \ Harry H, Wood being duly says that as nearly as can be ascertainerl the said decedent Edna B, Wood died on Wednesday the 23rd day of at or about 10:20 o'clock, _~. sworn and subscribed this 1st day of Hay Apr i1 A.D.,19~, ~ 7/(, 2l-.J- Harry H, Wood 19.~, before .>Jl/,? 1~1 / ( :l vJ~(VW/ Register 12'1 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of I/A(I~ y I?J. ( ( )/J::) /J Cumberland, personally came who, being duly .s r" .k),(l vi) ,do r S depose and say that as E Y r ('J lJ TO~- of the last Will and Testament of eJ)V /J 0). if /() 0 /) deceased r-It- 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. .and s~scribed before me, May J. A.D., 19~ ~ ,#y )-ft~. ~f "I- , dAv/ (~' 'f/'q'~~ Register :..,; ol :1!l 00: :0\ C) '''' 1 :() '" l~ U. M' 00: 0 =IF: \D: el: ..s<: (,0 M: -J ij 8 l ("'j M: -J P=I 1'1 I: .... l'\ C'j 0' .: .... - .~ .. >i. 00: ~ lIll ::: u, ., e-.: ; .-I: .c: c:: r&l: I'll :zo' .~ C) ~\ "Cl 0\, '" 00 ~ "Cl .-I: ... . 0 .-I, - () =IF: N .s ~ '" al ~ "Cl an 0 c:: If :::l Ul rz. Z fzl 0\ )/!!aJ L;;-r/C^/}6 /5SuEh DECREE /0- /.4- g'/ Be it remembered that on the 22nd day of May 80 ." ,A.D.,19_; there was probated and recorded the last Will and Testament of Edna B. \'Iood late of Lemoyne , Cumberland County, Pennsylvania, Harry E. wood Deeeased. Letters Test.amentary were granted to Witness my hand and official seal the day and year aforesaid. 17~ ,91?tLUr Iii /~<-U.~ r y ~ INFORMATION To Insure proper credit to your account, tho nClmo of tho ustate and file number should be cloarly print- ed on the check or money order. This assessment is made in accordance with Section 708 01 tho lohedtnor.a and Estate Tax Act of 1961 (72 P,S, 9 2485,708), To the extent that inheritance tall is paid within three (3) months after the death of the docedent. a discount of five (5) percent is allowed 172 P,S, 9 2485,716), Inheritance Tax. other than tax on a future interest, is due at tile date of the decedent's death and becomes delinquent at the Bltpiration of nine (9) months after the decedent's death (72 P.S. ~ 2485.711). Inheritance TalC on a future interest is payable within three (3) months after the trilnsler takes effect in possession and enjoyment and is delinquent thereafter (72 P.S. 9 2485.7121. Calculate interest from the delinquent dale 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 '0 months ,050 2 months ,010 5 months ,025 8 months ,040 11 months ,055 3 months ,015 G months ,030 9 months ,045 12 months ,060 1 days ,00017 11 days ,00186 21 days ,00352 2 days ,00034 12 days ,00203 22 days ,00369 3 deys ,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 days .00454 8 days ,00135 18 days ,00301 28 days ,00471 8 days ,00152 19 days ,00318 29 days ,00488 10 days ,00169 20 days ,00335 30 days ,00500 -- - -------- ---------- ------ - - ---- -- - - - --- ------ ----- - - - --------- ------ 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 Notice as provided by Section 1001 of the Inheritance end Estate Tax Act of 1961172 p,S, 9 2465,1001), Make check or money order payable to: "Register of Wills. Agent" Mail to the address listed below: 1. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10, 11. 12. 13. 14. In".nIClt')' and Appraisement Uat of Decedent'l Ealate. (I) GENERAL ASSETS. Wllhln thr.., month. Illor h/& .ppolntment, every personll repre.enlllive shan Rle wllh the reel.ter In Inventory Ind .ppral..ment.. verlRed by hla afflldavltl 01 an real and per.onal e.tate orlhe de,edent, except r..l e.l.te out.lde or the Commonwealth: Provided, That an ane Ilary perlOnal repre.sentaUve .h.1I In,lude therein only ....t. ror which he It responsible. 2.0 PS-32.o-40t. (b) REAL ESTATE OUTSIDE OF COMMONWEALm. The Inventory .balllnclude lithe end a memorandum 01 real e.tate outside 01 the Commonwealth, The memorandum. al Ihe ele,tlon 01 Ihe personal representative may Indicate the ..Iue Dr ea,h Item 01 reat catale Included Ihereln, bul the values so Rxed shall nol he extended Into the total ollbe Inventory or Included as real eatate in subsequenl accountings, 2.0 PS-.'!20,40t. IN THE MATTER OF THE ESTATE OF ,Edn~,)l: .1;I99~. .. .. . .. .. . . . .. . , .. . . , .. , . .. . .. . . . . . Cumberland lale of ,J,~1)l9Y\l~. 1l0,9ug\1, , . .' ,,' "in the County of :f>.tl'lY'and State of Pennsylvania, deceased. INVENTORY AND APPRAISEMENT of the goods ~nd challels, rights ~nd credits and real estate which were of the above named",.. .E~\\i1,ll... \'199\1,.,..""""""..,..."'.,........, deceased. Taken and appraised the ..............,.... . " day of ,'.,..,., ' . . . . . . . . ' , , , . , , , . ., 19,.,.. (DATE OF DEATH: April 23, 1980 Adm~::'~~=" ~"u. REAL PROPERTY 428 lIerman Avenue Lemo ne Cumberland Count Penns 1vania bein the western one-half of Lot 49 "c" in Plan No.1 of Riverton described in Cumberland County Deed Book "II", Vol. 11, Page 165, Sold at rivate sale $ 17,000,00 PERSONAL PROPERTY Checking Account No. 91-45-3542, Dauphin. Deposit Bank & Trust Gompany Certificate of Deposit No. 2284, GCNB Certificate of Deposit No. 2575, CCNB 319,65 1 008.79 1 006,87 633.73 1 004,59 1 004.59 1 004,59 3 013.78 1 406.43 1,472,89 52,79 2 842.33 1936,75 125,80 State Capital Savings Association, Account No, 002-00-06622 State Capital Savings Association, Account No. 002-20-16057 State Gapita1 Savings Association, Account No. 002-20-08940 State Capital Savings Association, Account No, 002-20-06456 State Capital Savings Association, Account No. 002-20-08700 State Capital SaYings Association, Account No. 002-20-14754 State Cap~~"l SaYings Association, Account No. 002-20-15404 State Ca),:Lta1 Savings Association, Account No. 002-31-03576 Net proceeds from public sale of personal property 122 shares of stock, The Greyhound Corporation Cash on hand 15. Refund from Columbia Aecident-Health Insurance Company, Policies, H-145028 and H-136333 63.42 16, Refund from Bankers Life & Casualty for unearned remiums on Polk No. 800528546 723.50 34 620,50 (over) The undersi~ned, f.1'I'.c.u.t.o.r. .. of the personal and real estate of .. .'':<\11'\ .~" .I'!,?q<). . . , . . . , . . . , late of .,. .Len!~~~~ .1~,?~O~?~l. , , , , . , . . , , , , . , , ' , . . . ., deceased, respectfully certify. that after having been duly sworn, . I.l~. . . made the appraisement of the personal properly and real estate or said decedent as set forth herein. Personal Property, 6 17! 629: 50, , , , . ' . , , Real Estate, S.17. ,000.00. , '/. . , . , .. ., ......)~ }.~/. t!-:~"!: :. . ., Hurry H, to~d'. '"1 . , . . . . . . . . ,. , . , , . . , . . . . . . . .. ii~;:~;' A'd~': . . <,:-' I:: C c: E :;:Z', " ;':O:c l, , L", ( (', .:..;;..: ,~ - L:)lI: ~ -... -?t;._J llJl..; :z.: '~ll:. 0 C ~ Wid' e>:: .. 0 ' co' c:> n ;c .-:>:. u J ... .. cr.:;:). .... .. cdl ll.IU' e>:: - -' . . ~ '-' 0. .. 0. , :r :; < .. ::I < :; ~ ~ '< .. ::I 0. : :> ~ ." .. ." " .. ~ .. .. .. in' .. .. in' 3 .. .. :' ::I - ;r 0 i> ~ 0 Z :I> ~ :r: z -i ;> "CI C 'n :I: 0. ~ '0: m -c :r ~ ~ :g. 't" ~ " '11> ,t'1 ~ '11> ';;1 '0.. :> ~ :;. C "CI ,~ Z ~ - '.., '0 ." -I "' ! ;..... :-< :" -I n ~ ~ - ,Ill ." ..", m c ;c i ." .11> .., " .. .0.. " Z ::. ,. "CI :n ;'" !' in' :ll ,a .:;: 0 ':' i> ~ 0 ,0 .'" 'a 'Tl ~ ~ .0: ,0 '0 ~ ",' "CI ." .0: :0. -I ,.", "' S ,rt DO ...... ::I g !: ,'< .::1' :I: ,., ,... ::I r;l m '00 f" ~ '0 1i' m ., ~ .. (fl . \,oJ 0 -I . \,oJ 0 c:.. :> a- ~ "Il " n -I - ~ ;;; m " 0. u: :~! ' ~.'" r,:. . . ' , , !~'I\:II1Df:1 j IlH::lyl' 'J;.j ,.,.-, ,. :.~'~. i :j! htlt~'2 H.~H,:, ~!41 ~lll aJopq paqp~~qns pu~ UlI)"'':) ',(JOIll~AUI aliI JO pua a411c wnpuCJOUlalU \: ll! slI:addc 4~!4^\ 1"41 IdaJxa "!U"^I,i~lllla~ )ll 11I1\:JMIHlllllllll:J a41 ap!~~no ,'Ielsa leaJ ou pauMo IUapaJap 11!11l put: 41eap ~.luap~Jap a41 )0 al~p a41 )0 sc ~nlc' .Ii") 51! sluasaJdaJ ,(JOlua.\lll Pies )0 wall 4Jr.a allsoddo paJCld uO!lI:nI"^ ~11I 1r,41 :luapaJap p!"~ )0 r.!lII:^I^~UUJd )ll 4111!'IIIlIllUilUll:) a41 ul alelsa ICaJ a41 )0 IIC PUli aIr-nil' ,,,^an4^' SI,m: ICuosJad a41 ,10 III! 'pnpu! lU,lUa,!11Jddv put: .\JOIUJ,llll a41 U! jUllcaddr. SlU'\! a41 1~41\1!, pili: 'asodap '^,,:\ 01 ~ll!PIOJJI! . . ' , , .tll.iOMS' .. ^Inp ~U!all 'pa~I!.'~1' . . . . . , . , , . ' . , , . . : . . . . , , . . , . . . . . . , . . . . , . .. . ',' , . , . , , . .' IU .tr153 ~,,~ JO ~II'!\I!~' pooM \I uUPIl ' .101nJaX3 POOM 'W ,(uUH . ., ' ',..,' r;;;;'t'/)(' '"A,n1C . hi" i); .... .............. ...... ...... ......... ................. .., 0'..'....,' , , . . . . , , , . ., , . , . . , . . . pOOfl' :ii :<~~UH' , ' , :ss 'Mx;a< j/J llunu::> aNVnll\lWn~ 3^U V.LN'3S3l1c11l1 lVN OSlI'3d .:10 J.I^ VOI.:IJV PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheriti1nce i1nd Esti1le Ti1x Act of 1961 provides Ihatthe following persons shall prepare i1nd file a return: a. The personal representative of the estate of the decedent 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 acquire knowledge; b. The transferee of property upon the transfer of which Inheriti1nce Ti1x is or nwy be imposed by the 1961 Sti1tute, including a trustee of properly transferred in trus!, provided thaI no separi1te return need be made by the transferee of property included in the return of a personClI representClt:ve. 2. PLACE FOR FILING The return is to be filed in duplicate with the Register at Wills of the county wherein the decedent resided. 3. TIME FOR FILING i' , The return is due nine monlhs after the decedent's death, unless an extension for filing has been applied for Clnd granted by the Secretary of Revenue within the nine-month 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 IClw." 5. TAX RATES Inheritance Tax is payable at the rate of 6% on transfers to lineal descendants, such as father, mother, husband, wife, son, daughter, grandchildren, grandparent, son-in-law and daughter-in-law and at the rate of 15% as 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 until payment is made, All payments received ere 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 Ule 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, togetl1er with any interest thereon, are a lien upon real property, which lien remains in effect until the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's estate or against any property belonging to a transferee liable for tile tax. B. FILlNGOF FALSE RETURN Any person who willfully makes a false return or report required of l1im shall, in accordance with Section 793 of the 1961 Sti1tute, be guilty of a misdemeanor and, on conviction thereof, sl1all be sentenced to pay a fine not exceeding $1,000 or undergo imprisonment not exceeding one year or both. REV"4'OO {'-Bot COMMONWEAL 1H OF PENN5YLVANIA OEPAR1MEIH OF REVENUE 1RAN5FER INHERI1ANCE TAX RE510E1H OECEOEN1 SCHEDULE "A" REAL PROPERTY (Instructions 011 Reverse Side) ESTIMAH:D DEPARTMENT 11 EM DESCRIPTIOt-l MARKET VALUATION NO. VALUE (OFFICIAL USE ONLY) 1- 428 Herman Ayenue, Lemoyne, Cumberland County, Pennsy1- , vania, being the western one-half of Lot 49, "C", in Plan No. 1 of Riyerton, described in Cumberland Gounty Deed Book "Hu, Vol. 11, Page 165. Sold at private sale J~~'<'O' $ 17,000,00 V J:)tiv-L(r. flu:.") .1A-UoLd,".f '1/ /(), TOTAL THIS PAGE \$ 17 000.00 I M'Kl. () () ,ESTATE OF Edna B, Wood ...,_.--..._._---_.---.-._~. --'--'-" ~~ QUESTIONS CONCERNING PROPERTV TRANSFERS I. Did decedent, within two ye~rs of dealh, m~ke any transfer of ~ny IIwterial part of his esl~te wilhout receiving valu~ble and adeuuate consideration? (Answer "Ves" 01 "No".) Yes 2, Did decedent, within two years of death, transfer property from himself/ herself to himsell/herself ~nd ~nother party or parties (including a spouse) in joint ownership? (Answer "Ves" or "No".) -l>lo- 3. If the answer to one or two ~bove is "Ves" and the tr~nsfels ~re claimed to be nont~xable, 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 health at time of transfer. d. All other information supporting nontaxability of tr~nsfer. 4. Did decedent, in his/her lifetime, make any transfer of property without receiving a v~luable or ~dequ~le consideration therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Ves" 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 "Ves" 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 "Ves" or "No".) -1!2- b, The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Ves" or "No".) No 6. If the answer to five b. above is "Ves," 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 Vias transferee's promise to pay income to or for the benefit or care of transferor? (Answer "Ves" or "No".) No 8. Did decedent, at any time, transfer property, the bmeficiat 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 "Ves" or "No".) --- '9, If the answer to eight above is "Ves," was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Ves" or "No".) nEV.4~J (1.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES ~,',\ ~ (If,SlrtlctioflS Of' RflVCrSfJ Side) Estate 01 Edna B, Wood , .. - BENEFICIARIES AND ADDRESSES RELATtDNSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH .. Harry fj, W_~.. Son -------- Yes Certificate of Deoosit 128 N, 4th Street -- .. and half of residue .. Lemovne. Penna, J.7043 Helen Wood Dau~hter-in-Law Yes Certificate of Denosit 128 N, 4th Street and half of residue Lemoyne, Penna, 17043 Earl Wood Grandson Yes $500.00 6 Diller Court Boyds, Hary1and 20720 -----_.~---------------~ --.------.-.-- ---~---~--- ----~-- -, Duane Wood Grandson Yes $500,00 1674 Quail Drive Carlisle, Penna. 17013 , GrPgor)L.lrood..... ..Gr.eat=-G r andsoIL,_ __yes_..__...._ ---- $,2ll.Q.".Q_L 6 Diller Court --,-_..- ---- ----~-- --'--'----'-- ----_._- ~--_.__.-~~._-_..- Boyds, Maryland 20720 .. Randv Wood Great-Grandson voo Ic:?on nn 6 Diller Court Boyds, Ha ry land 20720 Steven Wood Great-Grand~on Yes $200,00 R. D, 1/1 , - Landisburg, Penna, 17040 .. The above beneficiaries are living at this time except for the following' - NAME DATE OF DEATH IIEV.453 11.801 COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF I1EVENUE TRANSFER INHEI1ITANCE TAX RESIDENT OECEDENT SCHEDULE "D" BENEFICIARIES ~- ~ (Instructions on Reverse Side) Estate of Edno 1\, Wood BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH SUAnnllo _Wood_, Great-Granddauohte r Yes S200.00 It. Il, 111 I.nnd I Hhurll.' Penna. 17040 ,J"ffrcy Wood reat-Gralldson Yes 200.00 H, Il. III Lllnd IHhurg, Penna. 17040 ,Jonnll'er Wood "reat-Granddauohte Yes 100,00 and furniture r. I""n~ n, -" I\oyds "'__..'nnA ?n7?n --.'___.0'0 ..~._. ._.....____ , , - The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH "When money is deposited or invested in a financial institution located in Pennsylvania'in the names of two or more persons other than husband and wife or in the name of a person or persons in trust for another or others and one of the parties to the deposit or investment shall die, it shall be the duty of the financial institution within ten (10) days alter knowledge of the death to lIati fy the Department of Revenue thereof giving the name of the deceased person, the date of the creation of the joint or trust deposit or investment, the amount invested or on deposit at the date o,f death with the ftnancial institution and the nome and addre.. of the survivor or survisors to the account. No notification shall be required in regard to such account when the deposit at the time of death doos not exceed three hundred dollars ($300)." (Emphasis is added). SECTIOl<l 7420F THE Il<lHERITAl<lCE Al<lD ESTATE TAX ACT OF 1961. ---.---.------...-- _u__" _. .--....-.-"., " ^ report i$ required on: 1) Joint Savings Accounts 2) Joint Checking Accoullts 3) Trust Accounts 4) Joint investment occounts, such as cortiflcates of deposits, share accounts, and so forth, 5) Accounts h.ld by hu.bond alld wife and third parties, No report is required on: 1) Husband and wife accounts, 2) Joint accounts with 0 balance under $J)O,OO 3) Accounts held by the decedent tndividually REV.454 (1.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY ~\ (lnstrtlctlons on RllVUrS() Sir/u} Estate of Edna B. Wood p TOTAL E VALUE OF DEPARTMENT ITEM R NO. DESCRIPTION MARKET c DECEDENT'S VALUATION VALUE E INTEREST IOffici,,! Use Only} N T 1. 424 Herman Ayenue, Lemoyne, Cumberland County, Pennsy1yania, being Lot No, 50, "e", on Plan No. 1 of Riverton, improyed with a single two and one-half story brick dwelling NPd"t. S/1P, $42,000.00 2/3 $28,000.00 2. 426 Herman Avenue, Lemoyne, Cumberland County, Pennsylvania. being the eastern half of a double house, and the eastern half of Lot No. 49, "C", Plan No.1 of Riyerton, described in Cumberland Gounty Deed Book "X", Vol. 7, Page 75, $17,000,00 2/3 $11,333,33 3. State Capital Savings Association Account No. 002-00-07616; account opened October 23, 1976, in the names of Edna B. Wood or Harry H, Wood; Harry M. Wood, 128 N. 4th St" Lemoyne, Pa., is the son of Edna B. Wood, 429,47 1/2 $ 214,74 TOTAL THIS PAGE $39,548.07 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 real estate first. 1. Describe all real property as indicated in the instructions lor Schedule" A". Describe all personal property as indicated in the Instructions lor 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 01 the jointly owned property. 3. I ndicate the percentage 01 the decedent's interest. 4. Indicate the market value of the decedent's interest. c "" 0 n ;.. '" > ::; % > 0 0 0 <Jl Z 0 - C') n c:: 0 ...., "" % t"' '" '" 7: Z ;.. 0 ... 0 t"' ;xl Z Z % '" ...., '" ...., 9 9 ...., -< <Jl '" - '" <Jl Z <Jl 0 ...., 0 1 >-' - , 9 "1 I "1 I :>:l ~ \& it>1 co ~ 0 0 ,; Ii I.... I 'T1 l;.. C W - 'T1 ~.. E' ~I~'; I~ Ig- w 0 - Z I'l " ~ '" - U..' ._~ '0 I: > CV't :=;;.~ (ll I~ :I: c'- ... (ll t"' c>~ . ~ -<! ~~:-I >-' Ii \~ c:: l.IJll' :z '" I. 01-- -=: 2:Sf:.: " <Jl 0:"' ,w '" 'd '" 0"'" ~C~ ....."" (ll 0 "'w [5::1 5 ~ '" 0:0: ~ ....P Z ~ '" (ll ~ u I' " " 0<: 0<: ~ 1>-' (ll '" '" ,.., > > It; :>:l ;xl \ Q) ~ ~ ~ '" ~ '" . :z: I>l ~ ~ "" <.0 0 ~ E - .. Q) I:.l Q) c: rIJ :c "., ;l 0 E ..:I '" ~ OJ oj < 0-1 ~ lJ) - ~ :z: 1>0 0 1>0 ... 0 ~ 0 ~ r.:.. r.:.. ... 0 rIJ 0 :z: g rIJ I>l en ~ !-< 0 ... ~ ... (.I.1 :z: ~ :z: :l 0 ~ 0 5 :<: (.I.1 (.I.1 :z: z ... 0 u " z ~ ~ en ~ 0 0 < :l (.I.1 u 0 '" REV.455 (1.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF OEBTS ANO OEDUCTIONS --------~-p--_._--- r-ii,' No, _21-80-336 -- Estate of Edna B, Wood Date of Death April 23, 1980 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: Claimant Relationship to Decedent Claimant's Address ITEM .. .. , ---'- . ~.. __no ____ ..' ---.-". - ----- NO. DATE NAME OF PAYEE REMARKS AMOUNT 1. 5-23-80 Register of Wills ~etters Testamentary and Five (5) Short Certificates 36,00 ? ,,_~_Qn ~,-- ,,- ,-, 1,_1.,,' ....p Sprvic..e......- ~ '....lliL- 3, 6-6-80 !ABC Fuel Oil Comnanv ill for Labor ---- 17,25 , 508,24 4, 6-6-80 c, S. Willis & Sons Fuel. Oil I 5, 6-6-80 ilbert W, Parthemore Funeral Bill I 2,807.80 6, 6-16-80 PP&L Final Electric Bill 30,(6 7, 6-16-80 Patriot & Eyening News 1\dvertisements ~ublic Sale 58.80 8, 6-19-80 miyerton Water Comnanv Water Bill 3,35 9, 7-9-80 lTosenh HcGraw Inc. Real Estate Appraisal 125,00 10, 6-23-80 PP&L Final Electric Bill 4.28 11. 6-30-80 Dr, Blacksmith Hedical Bill 57.00 12. 7-9-80 David Carr AQencv Insurance Bill 2.00 13. 7-Q-8n : "u-I._-, --~ To<, J : T aao1 A~vartising '8 f)f) 14. 7-17-80 Register of Wills 2 Short Certificates 2,00 15, 8-6-80 West Shore Times LeQa1 Advertising ,16.75 16, 5-14-80 Real Estate Commission1~n~ attor ~ey fees paid at settlement of 426/428 1 720.00 17, 6-16-80 1~~~l..Estate Commission, taxes, f es in connection with settlement of ? 1\08.76 A.yeRl.:1e, l.emeyn 18. 9-11-80 I", izaheth P ouia1ev Attorne" Commission 1 600 ~ 19. 8-80 Holy Spirit Hospital Final bill 11,90 20, Reserve for additional filing fe s 35,00 - - -- TOT/\L THISPAGE\ 9,117,79 I hereby certify that to the best of my knowledge and belief the foregoing is " just and true statement of debts, funeral expenses and expenses of administration submitted to the estate as dedur.lions for Inheritance Tax purposes, , . /",~r-zl L-//-?L S OF ATTO IlNCY:'C!!?;~____~~'~~~-'---------- OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ ~ //7 1 q _ AT &- PEnCE NT, ti ~ ') .' ~ ',,'LL>-!4 _G1ST[I~ OF 'JILL~' -:1-I-fil _ -Z..__ DATI' Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible a(]ainst his/her taxable estate. In addition to debts incurred by the decedent or estate, other items are claimable includin(] the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses includin(1 the cost of a burial lot, tombstone or grave marker. GENERAL INHERITANCE TAX INFORMATION All debts being claimed a(]ainst an estate are subject to the approval of tile ne(]ister 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. I n 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. r' "" v n > t'1 ~ ~ - > 0 0 v rf) Z Cl n c:: v -l Z ::: z b t'1 t'1 > ~ ~ '" Z ;>:l - Z Z t'1 -l t'1 -l Z ~ -l -< t'1 - ~ Vl Vl Z 0 Vl 0 ..oj "T1 ;l:I ~ "T1 ~ ~ 0 -- - "rl , 0 "rl - c. Z n - LC a ", > . ..J :.l.~ t"' 'T'" "" ~;~~ c:: CII" - Vl 1J. I~. . :or: t'1 "" "" 'i.'11J 0 0..:(,-; -, o~ :c.:.* Z Uw 0:::; ~ ~'" - ~r..) -< -< liD u tT1 t'1 ~ > ~ '" \ \ 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 remarl<s 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" -'!-... ~ -~~-- - & Ri';~f<,~(~l~~~ . '. ' COMMONWEALTH OF PENNSYLVANIA ~~O'p;I063202 DEPART~ENT OF REVENUE =~i'~;)~\;:':"M;,"'" O~FICIAL RECEIPT . PENNSYLVANIA INHERITANCE AND ESTATE TAX W"~i',:: ~I,.. q "1:"" ; RECEIVED ____________________PIVB It '= Froln: i b"~ress ij ~ File No, 21-80-336 Dole of Deolh_4-23-1980 i Dote 01 Payment July 17. 1980 ~- >La...___~".- ....,. 17"~'=:"" - -.,','.i~~~:~,!,r .," ",';, ' :)y.::.:,t: Harry II. wood c/o Ilbabeth P. Quigley, I: p,n, An.. 44& THOUSAflll)_D_OLLJ'.R.B--..--.!""------------...--- reprc~onting Pennsylvania Inherltanco or biota 1011. due from Ihe following estate: dollars . 2 (It TolC on $ $ New B1Q01111l*1e14. 'a. 17068 6';" Tm: on \ $ 15'k Tax all \ $ Nome of Decedent $ I mIlIA. B. 1IIOOD % Tax on S Estate TalC, Act of May 7. 1927 $ .PAID 05 ACCOUNT" TOT Al TAX CREDIT Less five percentum of lox if paid within three months after dote of death Plus Interest 01 the role of _%from to $ 1\,"1;., 16 County CWlber1an4 Remarks: $ 263.16 $ 'IT[fJ~[P[L~@ill'IT~ SEA l 5,000.00 TOTAL AMOUNT PAID $ NOTE: Thi, Triplicate Receipt to be retained tor audit purpole.. l...../ Received by NOtE: In occepllng the Ironder inheritance ttl~ on future Ilstates, prior to the deoll\ 01 the lile lenai'll or tenanl for years, os evidenced by this r.(.eipl, it is understood that Ihe Commonwealth sholl I nol be precluded or prevented from hereafter omusing additional inherilanc. to. 01 the death 01 the lIf. tenont or tenonl for yeors whenever it appears thot such additional 10. may be legally due and collectible for any reason whatsoever. ..----------------------------------------------.----