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HomeMy WebLinkAbout80-00344 ',." ,~ . (, >< "",~ ,'~ ,'~ . '," ,,~ ~ ':xl' I:) j:j i . . , 'iIl .0: m I:) ~ m CIl 0 0 t-:l t-:l - 0 i ~ .' \0 III 1 , :1 'I 'I I, " Ii ':1 ilof Dutchess and state of New York, being of sound mind and 1.\ ,I II memory, do maltet publish and declare this my last WILL AND " Ii TESTAMENT, in manner following that is to saYI \\ I' 1\ paid as soon after my decease as practicable. I, " :\ ! LAST WILL AND TESTAMENT I, JOSEPH H. MARINCH, of the TOWIl of Fishkill in the County FIRST. I direct that my just debts and fUneral expenses be SECOND. I give, devise and bequeath all the rest, residue II Ii II and remainder of my property, of every kind and nature, wherever 1'1 the same may be situate, to my wife, FRANCES MARINCH, if she I' :\ shall survive me. II I, I' II shall not survive me, or in the event of a common disaster, then Ii " II and in that event I make the following specific bequests I ,I I[ I, a. 1\ children, DEONNE A. TOUCHET and ERIC J. TOUCHET, to be divided I: ilbetween them as they choose and as equally as possible. and lirequest that they or either of them do not sell or otherwise II l!dispose of such items except that they be kept in the family as [\ IIramily heirlooms. I' Ii ii l!sister of my wife and given to my wire by her said sister Madeleinel' " i!wchesi, J: give to my daughter, CYNTHIA M. TOUCHET, and my grand- I !:daUghter, DEONNE A. TOUCHET, equally, share and share alike or Ii II nas they shall desire, and request that they or either of them do :1 Ii [Inot sell or Ii 'I II kept in the family as family heirlooms. Ii !: " Tlf.[RD . In the event that my said, wire, FRANCES MARINCHt All my guns and fishing taokle I give to my grand- I \ \ I I \ b. All furniture and period furniture formerly or the iison, ERIC J. TOUCHET. FOURTH . All the rest, residue and remainder 01' my estate I I I , : i I grand -I I i i , I otherwise dispose of such items except that they be c. All my watches and personal effects I give to my I, :' I, ,; give as follows lOne-third of said remainder to my daughter, iiGWENDOLYN Y. JACKSON, the other two-thirds I give in equal :,proportions to my daughter, CYNTHIA M. TOUCHET, and her children, II I, I: i' II Ii ,'.. 5 ~ i ~ a m ~ a: '" ~ ~ 0 . ~ ~ III . ~ ., p i z J lI:.J 0- ~ ~.~ ( :c ., III ii: , . . .. .t' . . -... 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 Cumberland, personally came r;;;12 /-IIIJ C: 0 S /Yl1l12/1tJ ~ +/ who,beingduly s,l->'ol2..u ,do e<: depose and say that as C~'i"'C'1 ,/2/X ~, of the last Will and Testament or JOO: <( ", I'; 1-1. ;?7 AI! (IV (. ,.1 deceased st-IL 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 subscribed before me. Hay 23 A.D., 19~ rC,cI/V)./l'<21 /l)/(.u,~,..,,// ~ ~?d "'<oj. {!, ,1~ C ,f Register '''; d i~ IX! a> :~ ...." :Cll l~ u. lll' C'\, U: lIl' 0 z: *1 101' ~ -I ~! ~ I I:Q -:11 C'\ -I o' N lll! - I - 0: I'! ~ - .~ U' 0 ~ =; ~ e.: ~ M III I 110: = I<1l Ill. .-l 1<1' .~ :&:1 N l/I' ." Ill' 0 0: Cll ~ !OJ, ." ,,: 00 ... ...., \ I 0 *! <J - ~ C"l\ E &b 'i 'g .... ~ ~ .~ Ul r:. [il os Be it remembered that on the 27th day of DECREE V:ay 80 ,A.0.,19_, there was probated and recorded the last Will and Testament of New Cumberland Joseph H. ~\arinch late of Deceased. Lellers Testamentary were granted to Witness my hand and official seal the day and year aforesaid. ,Cumberland County, Pennsylvania, Frances ~larinch _:1 "'.8 ~ldAt (!. ~i~~j Register' . COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND t. J II: ....--------.--....--..-..--- -. -.--..--".--- lata of ___ ,...._.._. ' Cumberland County, Pa., decea.ed and that tho within is an inventory mad. by , --. ., tho .aid of the .ntire e.tele of .aid d.cedent, con.isting of all the personal property and real ..tat., except real ..tel. ouhid. the Commonwealth of Penn.ylvania, and that the figure. oppo.ite each item of the Inventory repre.ent it'. fair v.lu. os of the date of decedent'. death. _ ~t~-p according to law, depo.e. and soy. that he ---,------- ____--- of the E.tate of being duly , ..j , fOi ..:!/ Ii {A.-j L. Executor. Administrator c.l' ..d "b."".d bolo. mo, l ~~i.l;;:J1j~'j- ..... tERN ICE M. l.INSENBACH Harrisburg, Dauphin Co.. PA My Commlsalon Explroa April 30. 1964 i-;" Add,,,, Dete of Death '" "'.- c::~ INSTRUCTIONS ~"" fT, ' I. An inventory mu.t be filed within three month. after appointment of personal repre.entativ~~ 2. A .upplement inventory mu.t b. filed within thirty day. of di.covery of additional ....h. ~~ 3. Additional .heeh may be atlached as to personalty or reaity :; ~ 4. See Articl. IV, Fiduciarie.Actof 1949. c,'~ D.y Month V.ar ~ :0 - ::0", fTln ;20 $; ('..>"l:'U % .~O 1":rTl N :':r::l -.J .,:) ,'TI U .:.:~ 'J.":, .'..l .~ ,':') .- '. '0 ":J"' )- ('{) >- .,; (J UJ ~ ~ ~ ~ '< ~ UJ ~ <1. .... U " 0 '" ~ 0 UJ UJ 0 '" ,.. J: ~ " ~ I- <1. U. ~ <1. C Z I- ..J ~ ..J jj 0 D- O U. ~ W 0 -< i > z ~ Z 0 c 0 ~ .; '" Z 0 "" U Z UJ -< .... <1. ." c ~ ... ;: 0 ~ -" ." -" ~ E ... ..! 0 ~ ~ 0 ..J U u: '" Inventory of the real and personal e.tate of J'oseph H. Mar inch deceo.ed. Ford Stepvan - 1957 Ford Stepvan - 1960 (not in working order) IBM stock Dividend American Express Traveler's Checks #CA78-5l7-599 to 602 at $10.00 First National City Bank Traveler's Checks #1600-599-498 to 502 at $10.00 Connellsville Sportsman Association, Inc. - one share Capital 5tock par value $100.00 1979 Chevrolet Impala, 4 door sedan IBM stock at $67.25 per share CERTIFICATE NUMBERS: 75 00 - 0- 48 16 40 00 50 00 100 00 3,000 00 3,766 00 P026352 5464082 P742290 J521908 C041148 J79078l ,~ .. C5l97G9 C482055 I: C201149 C6l4232 ,. . . K295845 H153438 K520993 M4l5508 J002738 H64784l P277874 P533478 ZQA808622 ZQA80862l DA134028 5592307 5592258 5236063 Total of 56 shares. TOTAL 7,079 16 PERSONAL PROPERTY _ List ell tangible end intangible personal propertY owned Individual'v hv tho deco. dent at the time of death. Ford stepvan - 1957 Ford Stepvan - 1960 (not in working order) IBM Stock Dividend American Express Traveler's Checks ICA78-5l7-599 to 602 at $10.00 First National City Bank Traveler's Checks #1600-599-498 to 502 at $10.00 Connellsville sportsman Association, Inc. - one share Capital stock par value $100.00 1979 Chevrolet Impala, 4 door sedan Continued on Attached Sheet Total JOINTLY-OWNED PROPERTY _ List aU real and personal propertY owned by the decedent with anotheds} as Joint tenantS with right of survivorship. Jointly owned Real Estate: 1326 Brandt street New Cumberland, PA held as tenants by 17070 the with Frances Marinch, Wife, entireties Continued on attached sheet. Total TRANSFERS _ List all reel and personal property transferred within tlNO years of death. NONE Total Estimatod Department Valuation Market Value (Offlciel Use Oniv) $ 75.00 $ -0- $ 48.16 $ 40.00 $ 50.00 $ 100.00 $3,000.00 @3,766.00) .]7'1~.6~O $7,079.16 Estimated Department Valuation Mnrket Value (Official Use Only) -0- - Estimated Market Value Department Valuation (Official Use Onlyl -0- -0- -0- )., List all safe deposit boxes registered in the decedent's individual name, or jointly with. or as an agent or deputy of another. or in decedent's individual name with right of access by another as agent or deputy. Include the name and address of the bank or other institution where the safe deposit box. is located, the nameld in which the box is registered and the relationship of the joint holders to the decedent. Name and Address of Bank or Other Institution In Which Decedent MBlntalned II Safe Deposit Bolt Namll or Nomos In Which Safe Doposlt Bolt Is Registered Relationship of Joint Holdsls to Decedent NOTE: You may expedite the processing of this return by filing with it and as a port of the return, letters from financial institutions or mortgage holders. certifying to amounts on deposit or owed by the decedent as of the date of death. Such letters must be signed by a respon,lble officer of the financial . Imtltution or mortgage holder and indicate clearlv amounts of principal and interest in the decedent's occount ot the date of doath and the tYpe of Bccount, . account number and the 0)(8ct name or names in which tho account 15 registered. BENEFICIARIES Frances Marinch 1326 Brandt Avenue New Cumberland PA 17070 \~ife Yes AGE OF LIFE TENANTS OR ANNUITANTS AT DEATH OF DECEDENT sui juds INTEREST OF BENEFICIARV IN ESTATE BENEFICIARIES AND ADDRESSES (St.,. full names and .ddreues of all who have an InterOlt either vested. contingent or other InterOltl RELATIONSHIP TO DECEDENT SURVIVED DECEDENT STATE VES OR NO c: -c 0 n :l> m :l> ~ :l> 0 0 0 ~ 0 Z Gl C , m n 0 ;:: m r: z :lJ ~ ii' ir. , ilo ir. m -i m Z -i -< l!l m ~ ir. 0 0 "T1 :lJ "T1 ~ .. (5 r~':,~. 0 -.. :" w Z "T1 S:: c.. l_"'C "T1 I.. . '.,~ n b.' :ill )> 9. 1'-' N :c....l , C.I.. ,!::-, L1J11 -< -< C ot-.. :z. -.,-~ II:. m .. SO ~UJ m o:r,[ :l> :l> m CJt.~ :~~ :lJ :lJ 0 ~lAl "'::.> Z ~ ~u ",,'" fP ~ '-' INFORMATION PLACE FOR FILING _ The return is to be filed in duplicate with the Register of Wills of the county wherein the decedent resided. TIME FOR FI LING _ The return is due nine months after the decedent's death, unless an extension for filing has been applied for and granted by the Secretary of Revenue within the nine.month period, FAILURE TO FILE RETURN _ Section 791 of the 1961 Statute provides that ". . . any person who willfully fails to file a return or other report required of him. , , shall be personally liable. . . to a penalty of 25% of tile tax ultimately found to be due or $1.000 whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by law," , 1',.,:'. J~ ,;'. ,'.':: ..' , .' :",:.' : .'. . .: .,.. ~ ::,' .' ~'.' \ ."I"i' ~" ~:. . '" , ~.:r.' " , I' . /;:.... ':1 '.j ,;\" " ," i;I;~. , .....:.it~:r. 'j ~~: , .. ," r..f.::., " '. I ~ \\ LA.ST VILI, ANTI TESTAMENT " ' ;: . ~\ I. JOSBm n. KARINCH, or the Town or J'iobkill in tho County \ S :\ of Du.lIohe.. and tat. or K.v York, boin<< or oound Illind and I, Ii ...ory, do lIUloke, publ1.b and .daolazoo this .., la.t WILL .um \\ IjTESTAMENT. in BIAW1.... following that is to eay. I, 1\ FIRST. I dir.ot that.,. Juet d.bto and funeral expensea be !I I: paid'" eoem atter W1 ...0..... ao ,ractioabl.. ~: SECOND. I giv., deTi,~~ and b.queath all th. re.t. residue i:4Dd r.D1a.inder or .., property, or ev.ry kind and natu1".. wh.rever ,I " II ijthe same may be oituate, t. my vire, 'RANCES MARINCR. if ohe 1\ tehal~ eurvive me. ii 1\ Tl{.[RD . !\Shall not surdvo .e, or in the .vent or a co_on dis..oter, then , : and in that event I Ilalt. the following specirio hoqueo'o, ': In the eventtb,at 11'/ sa1d wite. J'RANCBS MARINCR, " a. , .4.11 .., gun. and fiBhing tal'k}.e J: give to lIlY gl"and- I: \\ ohildren. 1)~A. TOUCHET and ERIC J. 'l'OUCHET. to b. d1Y1ded I\betwun 1;helll Ile.',~,~ey choose and ao equally ..s posdble.' and trequest that tbtWT.. ,or , eUher ot th.. do not sell or otherwise I' ~~r';.\',. . ~dispooe o! ouch:,i~". exoept that they be k.pt in the taDilT ao .1 "\.... ,~llUIIilY heirloom..,.' -:.. ',', 'I I: b. .AJ.l rarnitu1"B and period t:urn1t';U'e ror1ll8rly or the \\sieter or ~,v:lt.',and ,giYeJ1 to lff1wite by her oaid sister Madeleine Ii ., .. " ' I'Lache.i, I giTG to ray daU&hter, CYNTHIA M. TCUCRET. and lIlY gl"and- 1 .' I,d......"'. ....... A. TOOmm; ._l1y. .bor' ~d ..... aU" or ~.s they e~ll de.ire. and request ~hat they or either or them do , ~not .ell or otherwise d1epo.e ot such it~s except that they be \\~ePt in tho family .s tuil; heirlooms. ' I, ~: , \. s~n. ltIUC J. TOUCun'. I~ Ii ~ ~g~ve aD ro~~ov.' On._th~rd or said remainder ~o ay daughter. 10WENDOLYN Y. JAClSON" the other two-thirds I give in equal i: i,proportion. to .y daughter. CYNTHIA M. TOUCHET, B.l.\d her ohildren, I' i " I: . o. A11 my vatohee'and personal etteots I give to my ~and- FOOltTB . All the rest, residue and remainder ot lIlY estate I :' OJ ~ ~ ~ ;:l ~ '" OJ Z Iol Iol .... ~ 'tl 0 :>- :>- I-< g Iol ;1! ., M 'tl I-< 'tl ... '" . '" OJ g '" ;:l II: <1l ~ ... I-< M ,a '" I-< <: U OJ ... OJ '" ~ U Z "' N ~ ... 0 0 '" OJ M 0 10. ... ..., M Z U M '" '"' 10. ~ 0 10. 0 ~ 10. ~ 0 '" 0 Z 0 Iol '" :>- 1-0 0 ... gj 1-0 Iol Z Z Z :;: ::j 0 se 0 ~ ~ Iol Iol Z Z 1-0 t:l u " z ... ~ '" ~ 8 0 ~ :i ~ Iol t:l ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT ESTATE )/uY- 3 )6 i./!-.> - / ""'1/i/i/!-G46'J...-' / ' // -'}' r- 3 ' FILE NO. !/ V'f '/- //11 ~ /j I- / COUNTY I t// k?1r.f:rvd/j.-,<-J:.- DATE OF DEATH ,!/btlu.A..,~/ Pd /lJ~ (/ / DATE /? / r) 7 Appraised Value of Estate: Real Estate Personal Property $' + {017 tv{~ + Jointly Held PropertylTrensf.rs $ '~ () 1'9 (~C: ;; &t,7 7rJ , $ /jcJ/, 9& Total Gross Estate Tatal Approved Deductions Clear Velue of Estate Less: Apprcwed Charitable Exemptions Amount Te.able @ 6% Rate /12/(1('-: 1;; / 9(? tax due $ '7 ,,- 3/ J:./. $ Clear Value of Estate subject to Ta. $ tax due Amount Ta.eble @ '5% Rate -) -:.! / / ,'_'", "TOTAL PENNSY~VANIA INHER,ITANCE TAX DUE $ 0< /) "'" , G:.f:.f l' r- Jf-?:n ~/!, /' 1'1 . /.] t:J -L--(A.A (~/hMAL~ V'/iffW1 /lk-V:-r!tJ/ /JJ . '. _ 01 * * * * * A five percent discount tataling $/11/; y<un ../( lyJ-~ j ~ 3 f granted if the Inheritance Tax is paid by l/ , will be /-.:1'/,1/ $ AMOUNT PAID DISCOUNT INTEREST TAX CREDIT ~ Lj' &7' + jr/<<:'1 .;;{ . -' $ $ = $ + = + = Less Credits: DATE OF PAYMENT Interest accrues at the rate of six (6) percent per annum on the' unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by is 1 I.;) aALANCE OF PENNSYLVANIA INHERITANCE TAX DUE $.. /-::/ ':--,I)j ,/)~.-/!.('-- ( I'..~L (-I.t (.. ~_ .,,(- ( 'I' :.' , I" / ,,' Assessed by: '. /1/ ( ,; 'I <'L~/'I {It .....oJ See InformatIon on Reverse Side Agent 101 tt(ll~mm ..Il~ I}-"~:.. (: )-(:;.-1. t"d ul;) r ~ \,: ':.i,." INFORMATION To insure proper credit to your account. the name of the estate and file number should be clearly print- ed on the check or money order. This assessment is made in accordance with Section 708 of the Inheritance and Estate Tax Act of 1961 (72 P,S, ~ 2465,706), To the extent that inheritance tax is paid within throe (3) months after the death of the decedent, a discount of five (5) percenl is allowed 172 P,S, ~ 2465-716), Inheritance Tax, other than tax on a future interest, is due at the dale of the decedent's death and becomes delinquent at the expiration of nine (9) months after the decedent's death (72 P.S. 9 2485-711). Inheritance Ta)!. on a future imerest is payable within three (3) months after the transfer takes effect in possession and enjoyment and is delinquent thereafter (72 P.S. S 2485- 712). Calculate interest from the delinquent date shown on the face of this form to the date of actual payment using the following interest table: ------------ --------- ---------- --- ---- - -------- - - - -- - --- -------- -- -- -- - -- -- 1 month ,005 4 months ,020 7 months ,035 10 months .050 2 months ,010 5 months ,025 8 months ,040 11 months ,055 3 months ,015 6 months .Q30 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 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 days ,00454 8 days ,00135 18 days ,00301 28 days ,00471 9 days ,00152 19 days ,00318 29 days ,00488 10 days ,00169 20 days ,D0335 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 and Estate Tax Act of 1961 172 P,S, ~ 2485-' 001), Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: 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 ti,e decedent or estate, other items are claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker. All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed, Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciied in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption, In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. t"' '" 0 n > t'1 ~ ~ Z >- 0 0 0 Vl C'l n c: 0 ~ Z s:: Z ~ t'1 t'1 '" Z '" 9 - 9 z Z t'1 o-l t'1 o-l z 9 o-l -< t"1 - 9 Vl Vl ~- " Z 0 Vl 0 o-l b"-'-, 9 "'l "'l '" ~ ~- ~ ' n ~ 0 ~ _.nO "11 t;._ . 'c.:' - "tj 1......._.. :i-';C:I 0 - C,":' r-- ~:~ z n r:-~ ~;. N s: l.i.JIJJ Z ",--' t'" a"" S3 o~ 0:(/) c: 0- ..~m ,-,'" -L tIl ....w ~ c::'" t'1 ",cr: ~ ~'-' ~ '-' -< -< ~ t'1 t"1 ~ ~ > ::<I 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, r- :':<J; "!- - ,~. o~ 0 .!02 N " 7. CL '-0 I ",> CJ o.!J '=:: n ~>) to () G:: \0 ID n: P' .1.:?::1 a: 00