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Home My WebLink About80-00346 r;', " "\.' . >0 ,'~ .-.; , , , , ::E: ~ 'm H H ',,'~ t.) , III r5 ~ ~ .~ - o ...... ". ",".I. 0 ~"'Z' ..' '". .... j".""": " .; ..".. ,6a .. J9 .. U.I '\Il.,' ',~ "r-t 'tl ~ ~ I N021-S0 '}'C "y}-,) PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of Jell'" IV\, 'Po (27 /VI /IN..!.." , deceased. Mary C. Lewis To niel9ars (!, t'r;lQor"nn, Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania, IS Petitioner(s) are the execut.oRS--- named in the Lost Will and Testament af Je./J-/II /VI, Pop..:;/VIIt"!1'I dated ..[lJi..,l( 6-3, /q?9 Decedent was a citizen of the United States and a resident of Tawnship c../rl'L /..1 S L.E:. Borough, Cumberland County, Cammanwealth of Pennsylvania, Decedent died on MONDA'Y the I C; rft dayot,.11 kY A. D. 19A, in the County of Cc.JMBeru,,JuJ.J> State of Pe.rvtJ HI.- If ItrJ 1.11 at the age of '7 t/- years. >! -Ms- .fte5- he r Decedent has not been married and has not had children born to.R-il:l:l since the execution of the above described Will. Decedent was possessed of personal property to the value af UlJes'/IM li>>'e) and of real estate to the value of U/V6STI/VItlTE) as near as can be ascertained; said real estate situated as follows !>'3~o SV/l'lM IT DR/ lIE. ) (1 A-/H ISLE- I ?A-, Dated May 23. Name and address of Petitioner(s) COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND C.AM'- 4='. 5nK'~. pe..Tf;~ M. l'cr.?-iNllltJ/I/ J j)fJ\llP J, Pc'(Z.TMA-tlJi . named in above application, being duly ~i.v,~W say(s) that the statements set forth in this petition according to law are true to the best of nr~1 e knowledge and belief. sworn and subscribed before ..~-;'._r'<-"';1-t..-'...J l'll~ ...-- / b 'J. me, ~lay 23 1980 q~/ ~ (.) ~; ,~~- . ~, c. t:f. ;;R, Register Attorney: Georcp B, Faller 4\ 7' ib~~ /../'" Filed; May 27. 1980 Q.2./- Eo- 3'fr... //.N---<. '\- t ~ ~ .' LAW!' WILL I, JEA:, ;,1. 1'011'rJ.lAH:!, of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will and revoke any wills previOusly made by me. I. I bequeath the followinl, items of jewelry as follows: (a) the gold ring with diamond setting (which was my father's) to David John Portmannj (ll) my wedding ring and engagement ring to Andrew Portmannj (c) my diamond ring with three diamonds to IJynn Ann Portmann. II. The remainder of my jewelry shall be divided by my executors as follows: (a) As to my Princess shaped diamond ring with approximately eighteen diamonds, my platinum and diamond bracelet and my large aquamarine rinl" my daUGhter Carol 1'. SteI\:r shall have first choice to designate one of these for Jeanne A. stekr and my daughter-in-law Judith A. Portmann shall have second choice to desig- nate one for Jennifer Portmann and one for Christine Portmannj (b) As to all other items of jewelry, Carol shall have first choice and Judith shall have second choice and alternately until all of said jewelry is divided. All of said jewelry as divided in (a) and (b) above, is to be used and enjoyed by my daUGhter Carol p. Stel\:r and my daughter-in-law Judith A. Portmann for and during the time of their natural lives and, at their deaths, shall pass absolutely to Jeanne A. Stekr and Jennifer Portmann and Christine Portmann. I II. The silver punch bowl and ladle with 24 silver cups, which I received from my Uncle Constantine ~). Faller during his lifetime, I bequeath to his grandnephew, Constantine P. Faller. IV. I bequeath $1.,000.00 to st. "atricks Church, Car- lisle, ;'>a. 1 !:";') . ..l, IV 0( :!; a:u ~ W :J z JO ~ e ~ " ~ J J :5 " :.J ..:l " >- i1:W... e ..:l m III 0< Z po: .... ~ z ~ /? "" ai lJl . >- - '" 0 [-0 Iw x n. ... W l/) Z e - m W . (!) Cl W ~ " ~ ..-:: 3 .J ..:l a: u I: z III ~ o z < " J W.{ e a: . [:1 l')a: < e, LL u : .; . '. . 4', . " V. I devise and bequeath all of the residue of my estate of whatever nature or wherever situated, as follows: (a) one-third to my son Peter Morris Portmann; (b) one-third to my son David John Portmann; and (c) one-third to my daur,hter, Carol P. Stekr. ~ VI. Should my son Peter or David or my daughter Carol not survive me, his or her share shall be distributed to his or her children living at the time of my death. VII. Any share of my estate which becomes distributable to a grandchild shall be held in trust by my Tnustees until such grandchild arrives at 25 years of age. J,ly Trustees shall pay such amounts of income or principal as they, in their sole discretion, deem necessary or advisable for the care, maintenance, support, education or general welfare of such grandchild. Such amounts may be paid or applied directly or indirectly for the use of such grandchild, including the person with whom such child resides, or who has the care or control of such child. My Trustees shall not be obliged to supervise or inquire into the application of such amounts by such person. VIII. All principal and income shall, until actual distri- bution to any beneficiary, be free of the debts, contracts, alia nations and anticipation of such beneficiary and the same shall not be liable to any levy, attachment, execution or sequestration while in the hands of my Trustees or executors. IX. All estate, inheritance, succession and other taxes imposed or payable by reason of my death, and interest and penalties thereon, with respect to all property comprising my gross estate for death tax purposes, whether or not such property passes under this will, shall be paid out of my estate as if such taxes were administrative expenses, without apportionment -2- .' . or right of reimbursement. I authorize my Executors and 'rrus- tees to pay all such taxes at such time or times as may be deemed advisable. X. My Executors and 'frustees may rotai n any of the assets of my estate which come into their hands. The 'rrustees shall invest and keep invested the principal of the trust estate in such manner and in such securities or other property, real or personal, and upon such terms and for such length of time as the Trustees shall deem advisable, it being intended herehy to give unto the Trustees full and complete authority to hold, possess, manage, control, sell, convey, encumber, lease, give and exercise options, invest and reinvest the whole and every part of the trust estate according to their sole judgment and discretion, without any limit upon their power and authority so to do, either by statute or otherwise. XI. I appoint Peter I!. Portmann, David J. Portmann and Carol P. Stekr to be Executors of this my Last Will. XII. I appoint Peter I!. Portmann, David J. Portmann and Carol P. Stekr to be Trustees of this my Last Will. XIII. I direct that my Executors and Trustees shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 23rd day of July, 1979. I ; I I d~'" k 9",Af; r -". (SEAL' -3- .. . . . . , . The precedinG instrument consisting of this one page and three others, was on the date thereof signed, pUblished and de- clared by Jean !.I. Portmann as and for her Last Will, in the presence of us, who at her request, in her presence and in the presence of each other have subscribed our names as witnesses heretO. /) /-/":' ___. ' ! I, I r /' ,1'-r[,l<A.l,'! . ,,{j ,),u ,1;<--- - ,t,~/1;fi.~ STATE OF PENNSYLVANIA , . . . SS COUNTY OF CUMBERLAND : : We, Jean !.l. Portmann, Frances Ii. Del Duca and George B. Faller, the testator and witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as witness and that to the best of his knowledge the testator was at that time eiGhteen years of age or older, of sound mind and under no constraint or undue influence. ~~ h1 (jestator G~ (), ;/1/) ~__~':;7i><4') -r///;! ill /Itt:-i'~' Witness ' t~~d ~~ Witness SUBSCRIBED, sworn to and aclmowledged before me by Jean M. Portmann, the testator, and subscribed and sworn to before me by Frances H. Del Duca and George B. Faller, witnesses, this 23rd day of July, 1079. , ' j It",' ,,' .//1/" ".I.I -,' I /~ I J 'I , :_~ ",.' /' , ,/,> (, ,-/J",.(,. ,) NOT~'tY purl c My Comminton hpilt1 Ju!y I:; 1981 CaItiIIt, PA Cumb,,~nd Coun', . (]o}/c. It... cfl. (}~V\- II r~~~, ~, ~~ ur~ ~ ,Jtf cJd;;t J;;~ ,t3, 11 71 . ~<</I- ~L. ~~ tuiJ tb f~&~ J~~J-v-; r:I br$ do. 4-<<--- ~ rt I, H-V e;- /J!#I"""I It''''''.! j//CL'7J' PVr>U1~l/ cfl ~ ~;:;t~J /"~ J /t,~ /~,;::t; ~ ~ ~_( c?-J ,~J cb uti:' ~~ p {Lr< 1"jG'tJ rf'" yn,(}~ (pJ) ," ,~ ~i.:, ~J'~;k~~1 J tk- ~ ~~" ~ tb. Jdr ~l ~rvl, r~ .J ~/ ~ ,fJu- ;# if~- '"; ~ U:.-I t; /Iu ~ ~./ n 73, 1777 r- tC F~~vL 1 ~ , -'" J '" ~ ..w ~ r~ o--J. [,<.. J-,. ,~~ ! pwl ~ ~ ~~.;;z: ~~ ~ ~.....v-> G~ .~~ ~ c9~~ f i!11 JJ~ ~u~.~ \ OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA / ~~: COUN'I'Y 01< CUMBERLAND \ / // This. ........, .......,...........,....."" ......,..,.."""""".....,... duy of',....,...., ......,.........,..,......".,.... ",:....".."..", A ,D., 19......... / ./ bef'ore me Richard E, Ander~on, IWgi~tel' 1(11' the Prohate of' Wills and grunt{ng letter~ of' Administration / in and for said County of Cumberland, in the Commonwealth of' Peno~ivania, pel'sonnlly came .............. ,/ ,.....,........."............"......,...".................,.......".,...,..."."........".,."....;.0"""",..,..,.....".....,...."...,.......,......,....,"......",.. the subscribing witnesses to the foregoing instrument 9f~;'iting purporting to be the last Will and Testament of ....................................,..,',.........."..Z'...... ,:C......",....,.,....,......, Dated ".............,..,.........,............ late of ....,........,..............,..........,........."........,....... ......,.............,..........,....", Cumberland County Pa,. deceased who being duly......................................... according to law, depose and say, that .............................,.......... present. and saw and heard the tes ................................. ............................................................................. sign. seal.llUbJish. pronounce d declare the said instrument of writing as and for h...........,.... Testament and Last Will, and at the lme of so doing .................................................was of sound and disposing mind memory and unders nding. to the best of .................,............................knowledge. observation and belief. ................... ........................... and subscribed before .................................................................................. ...................................................................,.............. ~d.E'..A:;;d~~~~~.:.R;;gi~t~~. ................., ,. ........ .... .................................................................................. AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA t ss: COUNTY OF CUMBERLAND \ CPrR. 0 l.. ? S'1ck R. . ......................... ....,..................... ...................... ...... ................"....., ,. .....,................ ...... ...,...... .....,....,..... bemg duly ,.........~'::'!..~&.tI.................... says that as nearly as can be ascertained the said decedent ....;:[sl!o..t:f...., .....,.,~!.:......p.~.~.r. k!.k.r!. t!... ,... ,. ...... ,........",., ...... ..., ,..,.... ........ .........., .....,., ....,......... ....... ........... ......died on .......M.Q.KP.kY................... the ..,.....L9..T.1:...........day of ..........1.1:1.4../....................".......... A.D., 19..f.Q. at or about ...........~.J..9:y....................' o'clock'p'..M. ..................f~!!.,Q.(?.({.............and subscribed this ...."................~~.~:~................. day of .......,~.~,<;iX......... 19, ~,9....., before ~.~~..G:?..~.......,..,...".......... .~d~~~/...................... OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA} COUNTY OF CUMBERLAND S8: Before me, the Register for the Probate or Wills and granting of Letters of Administration in and for the County of Cumberland, personally came ?:M!:.~.l,.,...P.:....~.r:.f.K.K.).."p..m.I?,...'Y!..~..e.~.~II!J.!.I..':f..rY......r- .:DAVID ~. PoRItf1~N IV' who, being duly ..........~w.H?tf...., do .......... depose and say that as...E.~tE:~.T/?d?:.;'i.....,............................ /'. of the last Will and Testament of .........!..~:.f!N...~.......f..c:.~.T/YY~..":!.r:{.....................................deceased ,..,[tt.'S't......... 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, ...........'ii.~.9!?:.' and subscribed before me, ..,..........,::t.~;(..,?~.....................,...... A. D., 19 ~g......., .gJ.t~e, t~mm R:.1l.....a, J~.uu..:~~ister '"<i 0' :Q) (I), :Ul :'" 0) :~ I : Q) ~Q lJ.. ",,: Ii (I), 0 =IF, 10; -! .-"i 0 r.[.J ..,: 0 ~ ",: -! 0: I:tl . I' 114, - ,..; C":l 0: - - 00: ': .~ ~1 N, I' 3: :&:; ~ >i .-.: ~\ I': talj .: 0 l'ol, ,~ :1:, "C 00 Q) . 0 "C N' -" Z " Ill: ~ 0 ...: tJ .s Q) =IF: ~ " ~ 1l ~ "C '" - r.:l I': .~ '" Po. [z; DECREE Be it remembered that on the .........?:nh...... day of ................~.Q.y........................., A. D., 193.9....." there b ted d d d th I t W'II d T t t f Jean 1.1. Fortmann was pro a an recor e e as I an es amen 0 ............................................................................, I f carlis le . ate 0 ............................................................................, Cumberland County, PennsylvanIa, Deceased. Letters ...,..,.....,..,........~:~.~.~~~~::.~~!:x.... were granted to ." .~.':l:~9.~.. ~.:.., ~,~::~.7. !....~::::-.:.~...':'::.., ,~~.:.~~~.?::....,~.~.~ David J. portmann Witness my hand and official seal the day and year aforesaid. .., ., /' ,.);), d;)~ J "~,J/// ;/} t~ . ./. j~~ ............./((..,,<.j............ .. .:;:;,................... I n:ll 1 ,., A . n~"l, Register. " It S RECEIVED _____________-8lXTISK THOUSAND on Ht/IIlDUD FIfty DOLLARI----------dOrrd? 'I repres.enllng Pennsylvania Inheritance or ~ F~m, sq. Estale lax due Irom the follawlng ostole, ~ ~re" 2'7< Tox on $ $ ~ ) ~ File No, 21-80-346 Date of Deoth 5-80-346 AUgust 11, 1980 ~ -~ ., '?i,~,;jli)ir;#$;;:ji{COMMO'NWEALTH:;OF""F'ENNSYLVA'iliip,;i;,":i;;;;:"i~.,:~..,.,!:"t:i'*:~~1\ "!ff,'~~;i~g0,rff;'\:i(':i;:;;,i)<<,~i:j[)E~~~T~E,~TOF' REVE,N,UE ,'.."".',' ".'. .'. ""i"',,',: ;)';"::.','..;;%%':);';0. . J O"FICIA~IRECEIPT '".,PEI\INSVLVANIA INHERITANCE,AND, ESTATE, TAX :',;Ih ' .t~i;d~;~~,:SI;;:'~:';;' ,/{,""';,::,~' ":'~"';'\;,;;,,',:" '~~".~.~ ' ~~_. " , , ' .~i!:'~ii.~ __.; ::~':' " " ..: ::;'i"~.~:' ";, ,;"y;,<.~ ('~ Ddb1. . 'a. 17011 6% Tax on 5 $ 15V" Tax on $ $ Name 01 Decedent JBAII M. roaTMAD '7" Tax on S Estate Tax, Act of May 7, 1927 $ Dote of Payment $ ".AID 011 ACCOUH'l'" T01 AL TAX CREDIT Less fiv" pelCenlum of lox If paid within three months after dote of death Plu!; Interest 01 the role 01 _%from to $ 17,000.00 County CWllbtll~lan4 Remarks: $ 850.00 $ '[j'OO~[?[L~@ffi'[j'rn SEA L TOTAL AMOUNT PAID $ 16,150.00 NOTE: Thll TrlpUcate Receipt to be retllned for ludit pUrpoI8I. Received by NOTE: In occepllng Ihe Iranllor Inherllanc.e tOlt on future eltal.', prior 10 Ino dealh allhe HIe lenonl or lenant lor yeorl. 01 evidenced by tnll rocelpl, II il under,load that Ihe Commonwealth Iholl nol be precluded or prevented from herealler olleulng additional Inherilonce lax 01 the dealh 01 thll Ill, tenonl or IlIrlonl lor yeou whllneller It appears thai luch addlllon(lllox may be legally duo and coUecllblelor any reolon whotlaeller. -.---,---.------.---------------------'---.-.-. " COMMONWEAL TH OF PEHNSYLVANIA OEPARTMEHT OF REVENUE BUREAU OF COUHTY COLLECTIOHS APPLICATION FOR CliARITABLE EXEMPTlOH FRDM PEHHSYLVAHIA TRAHSFER IHHERITAHCE TAX (Act of May 28, 1956. P.L. 1757, and Act of June 15, 1961, P,l.. 373, 01 amended) ,~^ ~~ Application i. hereby liled for the approvol of an exemption from Pennsylvania Transfer Inherllance Tax on the tronsfer of the property de.cribed below: 1. Bureou File /I 21 -80-3<16...___._____ 2. Dale of Death _:Ji!LJP.,...1080,..- .-_.- 3. Dote of Approvol _~ I~ _ lei tL---- 4. Nome of Decedent J'.lAN !.l. 20HTUJum . (}7)~) {'f 5. The Cammanwealth'. appraised value of the property for which an exemption is claimed is $ ( ' c--- (Note: Where the property i. other than a .pecified omount of co.h, the exemption cannat be approved until the value of the property hos been e.tabll.hed by approisol by the Commonwealth, except in those cases where the omount of the gift or beque.t repre.ent. a .tated fractional or percentoge partion of the entire e.tate or the entire residue, In those ca.e. enter such fractional or percentage amount above). 6. Check the manner in which the tron.fer wo. effected ond submit a copy of the document authorizing the transfer, unle.. .uch moterial ha. been previou.ly liled. WILL Lii DEED 0; TRUST INDENTURE 0; SURVIVORSHIP 0; OTHER 0; (If ather, explain) 7. Correct Business Name and Address of Charitable Organization receiving property: NAME st. patrick Church ADDRESS 140 East Pomfret st., carlisle, ~a. o See listing on reverse side for additional charitable arganizations covered, 8. I certify that the information contained herein is, to the best of my knowledge and belief, true and correct. i,~ &~-~ George B. Faller Signature af Appl icant Addre.. of Applicant 'ren WeRt Iliqh S'i'., Carl iR]" r"a. Thl. lorm mu,t be comple..d in tripllcote and alllh,.. cop Ie. deHve..d to Ih. Regh'e, al Will. lar the Counly In which Ih~ decedent r..ided. or In which I."... we.. Issuod 10, a non.r..id.nt docod.nl" ,,'01.. If Ihe docedent woo a non.,e.ldent 01 P.nn.~lvonia and le"e" we.. not I..v.d by 0 Penn.ylvanla Regl..., 01 Will., dellvor 011 th... copie. to tho Dlreclo,. Bu,eou of Counly Coll.dion.. Penna. Department of Revenue, 26 S. 4th Street, Harrisburg, Po. Official Title Attorney for Executors Date Feb. 19. 1981 Do not write below this line. For Official U.e Onl APPROVED: For the Secretary af Revenue REFERRED to Bureou Headquarters Appraved 0 For Secretory of Revenue Denied' 0 C' (Si na~e O\Regi.ter of ft\'Y)- ~I\ ,W<' ~ \ ~ (County) " Ie;, (rr 71 (Dote of Approval) ~')'/I (Initiols of Register of Will.) (Authorized Signature) (County) (Title) (Date of Refellol) (Dote of Action) * See reverse side for reasons MUST BE FILED IH TRIPLICATE Thi. section will be completed by Bureau Haodquorte.. only when the application for exemption has been denied. Dote: The application for exemption contained on the face of this form has been deniod because Note: Any porty in intere.t, including the Commonwealth, aggrieved by thi. oction may within .ixty (60) day. ofter the date of this notice exercise their rights of Protest, Notice, or Appeal in accordance with the provisions of a'ppllcable Pennsylvania Inhoritance and Estate Tax Acts. '" ,-~<:' (.., Y" -"'-; 01,. I U.I.." <... <..' C( IJ'}ci C" . I.) t..~ "Z:o e"':;, 0-- .'f'z 0(:', ~ :2...( 0--1 WlU 0:: rl:c.; QI- ",V> l::: OL.I.f 0- 'co ...'" "';E: ....... "':::> ",'" - ~... 5'0 u ::<"1 \"il 6 iN, l. SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS , ).,hJ)( L , If19~.\ REV.455 (1-BO) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT -::T....._--'~=;..--::...=....,.-:O';7.~:-'.=--'-."..--'._..,:~: - Estate of Jean M. Portman n Dale of Dealh May 19 , 1980 File No, 21-80-346 WHEN CLAIMING THE FAMIL V EXEMPTION. COMPLETE THE FOLLOWING: Carol p, Stekr, Peter M. Portmann Claimant and David J. Portmann Relationship to Decedent Executors Claimant's Address c/o George B. Faller , 10 West High st. , Carlisle , PA ITEM NO. 1. DATE NAME OF PAVEE REMARKS AMOUNT 5, 6. 7. 8. Sidne spraglin - rubbish Schaeffers Lawn Service Arnold Fuel Oil Penna. Power & Light United Telephone Bartlett Tree Service P.M. Portmann reimburseme lt for Hill Ties James Reincher - handyman Carlisle Radiolo y 12. 13. 14, 15 16 17. 18, 19, 1 li 1 H i al Carlisle Water & Sewer Belvedere Medical Clinic James Line - Tax Collector '79 1040 67 9 86.01 50.25 68.00 36.00 50.00 166.00 o 0 IRS First uarter !Iousehol Em 10 ee IRS - interest on item #15 Pa Dept. of Revenue !Ioffman-Roth - funeral Carol P. Stekr - reimburse for funeral arran 'ements transportation, etc. 274.23 20. Carlisle Memorial Servo - tone lettering 91.00 21. Geor e B Faller - attorne fee 3500 00 22, S.C. Bo er - 'ewelr aJ ra sal 200 00 Estimated additional costs for probate, stfxllr.L THIS PAGE 8' 9 transfer filin~ & advertising final accouh~'~ 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 expen~ of administration submitted to the estate as deductions for Inheritance Tax purposes, 1/ C' ~ <-.t3~; . M--' '1.-/1'1 / f / SIGNATURE OF ATTORNEY/FIDUCIARV DATE 35.80 60.00 580.50 66 10 15.46 77.69 1929.50 OFFICIAL USE ONL V DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ ? / / ;;, Cj'1 AT 0 0/ / !J- PERCENT, J ,j-:/f-J'i OAT!? 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 bV the decedent or estate, other items are claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker. All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the ostate's liability for the debts being claimed should be attached to this schedule, A family exemption' of $2,000 may' be ciaimed by a spouse of a decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. t"' "" " n >- t"1 ~ ~ z > 0 0 " Vl Z Cl n c: " ~ z 3: t"' t'1 t"1 ~ Z ;l:l 0 - 9 t"' Z Z t"1 ..., t"1 ...., z 9 ..., -:: Vl t"1 - 9 Vl z 0 Vl 0 ..., 0 ~ ~ ;l:l ~ ~ 0 - "rl 0 "rl - Z n :,~ - ,., lr ;!> e,' , . ,;:~ t"' . ~L::' - c:' c: a: ~i'. (~; Vl u.. t'l or..<..L.. ~C..1 C.C- 0, ~::;;~ 0 6(..; - ~~ Z 'LWlll ex:: (Y.~ ~ C3..... o::t.,r, t::: 0", -:: -:: .oa '0:> ~ ""::;: t"1 t"1 '-'w "'::> S; S; "'oc - ~u ..<l: IlO '-' 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. PENNSYLVANIA INHERITANCE TAX GENEHAL INF9RMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritance and Estate Tax Act of 1961 provide, that the following persons shall prepare and file a return: , a, The personal representative of the estate ol the decedent as to properly oltlie decedent administered by him and such additional property which is or may be subjeclto Inheritance Tax of wllich he/she shall have or acquire knowledge; b, The transferee of property upon the transfer of which Inheritance Tax is or may be imposed by the 1961 Statute, including a trustee of property transferred in trust, provided t1liltno separate return need be made by the transferee of property included in the return of a personal representative. 2. PLACE FOR FILING The return is to be filed in duplicate with the Register of Wills of the county wherein the decedent resided. 3. TIME FOR FILING The return is due nine montlls after the decedent's death, unless an extension for filing has heen applied for and 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 hhn, . ,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 transfers to lineal descendants, such as father, mother, husband, wife, son, daughter, grandcbildren, grandparent, son,in-Iaw and daughter-in-law and at the rate of 15% as to all others, 6, PAYMENTOFTAX The tax assessed on the transfer of property reported in the return is due 9 months after the decedent's death, Interest at the rate of 6% per annum accrues thereafter until payment is made. All payments recei ved are fi rst 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 tax~s 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 against 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 accordance with Section 793 of the 1961 Statute, be guilty of a misdemeanor and, on conviction t11ereof, shall be sentenced to pay a fine not exceeding $1,000 or undergo imprisonment not exceeding one year or both. , , , REV.451 EX+ (3.80) COMMONWEALTH OF PENNSVLVANIA SCHEDULE "S" .- DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX PERSONAL PROPERTY RESIDENT OECEOENT (Instructions on Reverse Side) i Estate of Jean M. Portmann ESTIMATED DEPARTMENT ITEM DESCRIPTION UNIT MARKET VALUATION NO, VALUE VALUE (OFFICIAL USE ONL YI 1, 166 sh. American Electric Power common Cusip 02553710 3102.12 accrued dividend 92.13 2. 800 sh, American Tel & Tel common Cusip 03017710 42300.00 accrued dividend -0- - 3, 330 sh. Central Illinois Pub Ser conmon Cusip 15366310 4083.75 I accrued dividend 115,50 - 4. 216 sh. Consolidated Edison - NY common Cusip 20911110 5265.00 accrued dividend 144.72 5. 300 sh. Eaton Corp. common Cusip 27805810 6862.50 accrued dividend 129.00 6. 200 sh. Equitable Mtg & Rlty S.B.1. common Cusip 29454210 2825.00 - accrued dividend 70.00. . 7. 200 sh. Exxon Corp common Cusip 30229010 12312.50 accrued dividend 260.00 8, 200 sh General Motors Corp. common Cusip 37044210 8675.00 accrued dividend 120.00 9, 675 sh. General Tel & Elec. common Cusip 37102810 17592.18 - accrued dividend 459.00 10, 300 sh. Mony Mtg common Cusip 61533910 2400.00 accrued dividend -0- 11. 693 Sh Southern California Edison common Cusip 84240010 17238.37 12. 162 sh. Union Carbide Corp. common Cusip 90558110 6571.12 accrued dividend 121.50 13. 5M pv Assoc Invest 4~% due 10/1/83 3925.00 Cusip 046015AF accrued interest 30.28 14. 5M pv Gen Mot Acc Corp 4 5/8 3/1/83 4212.50 - Cusip 370424AJ accrued interest 50.18 - 15, 10M pv US Treas 8% due 2/15/85 ~331.25) - 9.56,0. Cusip 912827HL accrued interest 206.59 ~.J...ys: 16. 25M pv US Treas 10 3/4 due 11/15/89 (25367.1~ . Cusip 9l2827KC accrued interest 29.5 ) TOTAL THIS PAGE 1'-73891.89 REV.451' EX+ (3.80) COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY (Instructions on Reverse Side) Estate of Jean M. portmann ITEM DESCRIPTION NO, 17. Carlisle Building & Loan #6776 accrued interest 18, Cumberland Valley S&L #144216 accrued interest 19. Cumberland Valley S&L #697393 accrued interest , 20, Dauphin Deposit Bank #6605494 accrued interest 21. Dauphin Deposit Bank #14731 accrued interest 22. Dauphin Deposit checking account 23. US Treasury - VA insurance 24. Refund - safe deposit box 25, Refund - Kiplinger Letter 26, Refund - Time Magazine 27, Refund - United Telephone 28, Jewelry - see attached appraisal 29, Buick Automobile 1970 30. Refund - Medicare 31- Refund - Pa. Blue Shield 32, Refund - IRS on decedent'sftnal 1980 1040 return 33. Household goods UNIT VALUE "CONTINUED" ESTIMATED MARKET VALUE 8807.11 187.23 10334,11 224.84 10000.00 30,59 - 2113.75 28,03 10000,00 299,95 7241,48 26,20 4,00 16,00 16.52 4.85 11565.00 700.00 131,00 8.00 15.00 5000.00 TOTAL THIS PAGE 66753,66 Total schedule B 240645,55) *' DEPARTMENT VALUATION (OFFiCIAL USE ONL Y) QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two yems of death, mal<e any transfer of any materiill part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No".) 2. Did decedent, within two years of death, transfer property from himsel fl heisel f to himsel f/hersel f and another pmty or parties (including a spouse) in join I ownership? (AnswCl "Yes" 01 "No",) - 3. If the answer to one or two above is "Yes" and the transfers are clail;red to be nontaxable, provide the following information: a. Age of decedent at lime of transfer. b. Copy of death certi ficate. c. Affidavit by tbe allending physician indicating Ihe state of decedent's health ~t lime of trilnsfer. d. All ot/ler information supporting nonlaxability of lransfel. 4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuahle or adequate consideration therefor which was to take effect in possession or enjoyment al or after his/her death? (Answer "Yes" or "No",) a, Was there any possibility that tbe properly transferred might return \0 transferor or his/her estate or be subject to his/her power of disposition? (Answer "Yes" or "No".) b. Wbat WilS the transferee's ilge al time of decedent's death? 5. Did decedenl 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 peried which does in fact end before his/her death: a. The possession or enjoyment of or the right to income from the property tmnsferred? (Answer "Yes" or "No".) - b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".) 6. llthe answer to five b, above is "Yes," state whether the right was reserved in decedent alone or others. 7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for tbe benelitor careof transferor? (Answer "Yes" or "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".) 9. If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No",) "" : ---.. .If .. (~ ~ r ~ Q " " , . '.' r : LAS'r WILL I, JEAI~ M. PORTMANll, of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will and revoke any wills previously made by me, I. I bequeath the following items of jewelry as follows: (a) the gold ring with diamond setting (wbich was my father's) to David Jbhn Portmannj (b) my wedding ring and engagement ring to Andrew l'ortmann; (c) my diamond ring with three diamonds to Lynn Ann Portmann. II, The remainder of my jewelry shall 'be divided by my executors as follows: (a) As to my Princess shaped diamond ring with approximately eighteen diamonds, my platinum and diamond bracelet and my large aquamarine rinr., my daur,hter Carol ~. Stekr shall have first choice to designate one of these for Jeanne A. Stekr and my daughter-in-law Judith A. Portmann shall have second choice to desig- nate one for Jennifer Portmann and one for Christine Portmannj (b) As to all other items of jewelry, Carol shall have first choice and Judith shall have second chotce and alternately until all of said jewelry is divided. All of said jewelry as divided in (a) and (b) above, is to be used and enjoyed by my daughter Carol P. Stekr and my daughter-in-law Judith A. Portmann for and during the time of their natural lives and, at their deaths, shall pass , absolutely to Jeanne 'L. Stekr and Jennifer Portmann and Christine vortmann. III. The silver punch bowl and ladle with 24 silver cups, which I received from my Uncle Constantine J.'. Faller during his 11 fetime, I bequeath to his grandnephew, Constantine 1>. Faller. IV. I bequeath $1,000.00 to st. Patricks Church, Car- lisle, Pa. . ~ . " " V, I devise and bequeath all of the residue of my estate of whatever nature or wherever situated, as follows: (a) one-third to my son Peter Morris Portmannj (b) one-third to my SOD David John Portmann; and , (c) one-third to my daughter " Carol P. Stekr. VI, Should my son Peter or David or my daughter Carol not survive me, his or her share shall be distributed to his or her children living at the time of my death. VII, Any share of my estate which becomes distributable to a grandchild shall be held in trust by my Tnustees until such grandchild arrives at 25 years of age. My Trustees shall pay such amounts of income or principal as they, in their sole discretion, deem necessary or advisable for the care, maintenance, support, education or general welfare of such grandchild, Such amounts may be paid or applied directly or indirectly for the use of such !~ranrlchild, including the person with whom such child resides, or who has the care or control of such child. My Trustees shall not be obliged to supervise or inquire into i~'\' \ . \ J I, .::r the app~icntion of such amounts by such person. VIII. All principal and income shall, until actual distri- bution to any beneficiary, be free of the debts, contracts, alienations and anticipation of such beneficiary and the same shall not be liable to any levy, attachment, execution or sequestration while in the hands of my T.ustees or executors. IX. All estate, inheritance, succession and other taxes imposed or payable by reason of my death, and interest and pena1ticS thereon, with respect to all property comprising my grOSS estate for death tax purposes, whether or not such property -'. '\ passes under this will, shall be paid out of my estate as if such taxes were administrative expenses, without apportionment -2- " , ',' ;, '."'.\.", or right of reimbursement. I authorize my Executors and Trus- tees to pay all such taxes at such time or times as may be deemed advisable. X, My Ex~cutors and Trustees may retain any of the assets of my estate which come into their hands. The Trustees shall invest and keep invested the principal of the trust estate in such manner and in such securities or other property, real or personal, and upon such terms and for such length of time as the Trustees shall deem advisable, it being intended hereby to give unto the Trustees full and complete authority to hold, possess, manage, control,' sell, convey, encumber, 'lease, give . and exercise options, invest and reinvest the whole and every part of the trust estate according to their sole judgment and discretion, without any li~it upon their power and authority so to dO, either by statute or otherwise. XI. I appoint Peter M. Portmann, David J. Portmann and Carol P. Stekr to be Executors of this my Last Will, XII. I appOint Peter M. Portmann, David J. Portmann and Carol P. Stekr to be Trustees of this my Last Will. XIII. I direct that my Executors and Trustees shall not be required ,to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS lfllEREOF, I have hereunto set my hand and seal this 23rd day of July, 1979. __J'<t,.~ /1;, (~~ J:.... C./ (SEAL) -3- ',' The, preceding instrument consisting of this one page and three others, was on the date thereof signed, published and do- c1ared by Jean M, Portmann as and for her Last Will, in the presence of us, who at her request, in her presence and in the presence of each other have subscribed our names as witnesses hereto, ,1 ;) tl'l ".-71 ~I...tl",ul.., J , ( /),,-r -"'"'" -." 1$.~1'~~ STATE OF PENNSYLVANIA COUNTY ,OF CUMBERLAND , . . . , , 'S8 . . . . We, Jean 1{, Portmann, Frances II, Dol Ducn and Oeorge 13. Faller, the testator and witnesses, respectively, whose names are signed to the attached or foreGoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrulRent as her Last Will and that she had signed wlll1n{~ly, nnd that she executed ,it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator; signed the will as witness and that to the best uf his knowledge the testator was at that time eichteen years of age or older, of sound mind nnd under no constraint or undue influence. ----) ') / r;"'~ 1:11 (~.;;;t;;;._'-''''''",'i I ;,1 (' ,""-' J estator WJ.':tnllsB ' t"t~/i :)~_.t.(_,-,_ Witness SU13SCRWED, sworn to IInd IIcltnowledflcd hcfore me by Jean :d. Portmann, tho tcstntor, Ilnd RullBcrihed nnd sworn to before me by Frances II, Dol DuolI nnd Quorrlc :J. FlIller, witnesses, this 23rd day of July, 107U, -4- ,;, (. ,'. . I NOT.'ltY PlIPIIf. Mf Comnlillion E!':circl lu~'f U. lQS' CIIliIIa. 'A (u~b"l,"d Cowllr "::N:I'<:L,;!;;:!"~q.Lf~:>"':'~!;';" ,,' , ' ' """ , 1 ",', " " "I .' .. "-,~l~'''' : ".,. '01" ",' " , . ,,' 1" "', . ' :'7 ';",~ :"" ~ " .~,',";>,~"i"jt',~,'.',':,,:,:', ,',.., ,,',.; "".,',",',',:,:,:;.,'~~:.~,~" :.,:,.:.,',',,' "~.,'~,.".,',\.'~,"~','~ ,;,',.~,;',;;:'.. ' .;, :,~ '~'r:(~ t \~t~':"":~,l~;,:,:", .o:':~,~:;:,.. ,',; '.' , ' , -, ~ ~~,:.;.:." ",'~' ,__";~.:.,>';':':,...,' _;.. ' '" ' (] ojlC-it...., .,.... "'-':~ ,', -."" .., "-' . . ' .' ." " l~::>-'-:.:.J1:O'-f!l. ?~..."i~-~ ..,: ,..... ,... ' ;.,~.-JtL.tf/d;L A!t 013, /171.' ~ ,~, . . ;., " .. ' 7,' , ":,,..... 4;ff1"~' /:/n. ~ ~:.;.., 0" . . ,:... <:'-- :.'~~-'"'~'~.._" " ,'" .. ,,', ~...... :~,.. ...,- , ..........".,.j;,;._~;...o;...'~4/1 '~-~'~~,' ' ~ J . t,'~ ,.~, . .t,,",.. """:~~", Jn~~' '.', .., .. ,", r'-:-::_:jJ=-~ ~iL .~-~... .,.... ,....:' .;.,~.J~~,~ rJ;:;; 11..tr--..j~p_h'~.l1.ie! I ' ' ' ' I ~ --r""'J . ~', , . ,....:. .. ;:"".~ . ,_.~....~,~-::.- :~..._...,. '.j," -. -. ~. ~._. ".., .. .. ....-:_:::..-.....f'-''rn'()~ ._(~ ,..""_.,~"'..""..,,' ," '~) ,,- ..,.'.' "".,.a.~l ~'~'1 Jtk-,~ -~ ~ 7 lb..,j4J; ~ ~,~ .~~AIJ1~/~::; ~:= 1 ~, -t J "'""7""" -'"' '- r-~. ~ ~ J;. ~ ! ,pJ ~ k-< l.~, ~ ~~.........,~,~~ ' D~~ II 11! ~--- ~~~.~ 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 01 survivorship. Both tangibie and intangible property are to be included, List real e,tate first. 1. Describe all real property as indicated in the instructions for Schedule "A". Describe all personai property as indicated in the instructions lor Schedule "B". Include the name. address and reiationship 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. c: "" tl n >- l"1 ;l> ~ Z ;.. 0 0 0 Vl 0 - Cl n c: 0 ..., z :::: z ~ l"1 l"1 ;>i Z ;:::l ;l> 9 - 0 ~ Z Z i"1 ..., l"1 ..., z 9 ..., -< l"1 - 0 Vl Vl Z 0 Vl 0 ..., 9 ." i ." ~ ~ ~ 0 ":j - ":j 0 - z n - .n ;l> ,,- If: - . .... '. ~ c:. '~'l'," l~.: .- '-' c: L' E: (/)c, Vl . '-"I tT1 \~ %::') lI~l 0- <:..:: 0 CIC. 0\:" .- :t:..: Z O-..J Wi....! ~ "'''' ~ er- OUJ -< ><: ><: 0:'" -CD ~ 0- "":<: tT1 i"1 u"" ....w "':::> ~ :>- .- ~u ",'" 50 ::<I '-' ~ ~ ~ ::; ..: z ~ ~ 0 >- >- ~ -g III ;l as M ...l I< ..: OJ - U Z M (\j - 0 ~ I:) \0 ~ - 0 ~ ei ~ ~ ~ ~ ~ 0 III 0 z d III III >- r- ei - ~ ~ z z ~ r- ~ z ...l ei - 0 ~ ~ 5 ::<: ~ ...l Z ::;; Z 0 U ~ ~ - ~ Vl ~ 8 0 z ~ ~ 0 - "" ...l ''''. ..,. '~'l'. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT ~- ~ ESTATE ;,] , ,(/ 1/.,... /? / i /'.--''Ii I ,'J -r- ',jif0J? 'C/) C-0 :,/4''''-''J-t-rJ FILE NO, Ill/ - .fill - fJ' L/ ((' COUNTY {. ~,(;')i l:.c i & ~,A ..... DATE OF OEATH ':/'07 /'(, /f5"tJ DATE COUNTY FILE NO: TO: /, ,', ;/...:) , / /!tf./d~I,L. l;-4--:tl ///) / I/; Appraised Value of Estate: Real Estate Personal Property & :<(>' -:.:, ').9 ,.{/ t'J I . +_~~/.::I /,., 1)-/ 1'1 -.I ~ Jointly Held Propertv/Transfers + ....----- Total Approved Deductions &,:.;'//;- '1/1) /J 1 I ' /' II? 17 , Total Gross Estate Amount Texable @ 6% Rete .:J (-,;- , & /17 II~ / '/ I MNJ / &::/IC. 9' <; I / $ .3~)!:-~,,'./'1/ /1/.., /1 (" Clear Value of Estate Less: Approved Charitable Exemptions IU) Clear Value of Estate Subject to Tex (I!/< tax due & /! ~/t. .-(t. , Amount Taxable @ 15% Rate f ,I ,-:,'-V/l . ,/L...I? '/ - I . tax due "'-1f? - ..:..--:_ ~l /) TOTAL PENNSYLVANIA INHERITANCE TAX DUE &/%' /o-',-<I7&, I * '* '* * '* '* A five percent discount totaling · will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PAYMENT :?_ I / ~ >ill w , -1- ,N- ,/1 AMOUNT PAID DISCOUNT INTEREST TAX CREOIT uc, ./;; i).::J:t) + & :?I,~) tiYJ - $ $ /, 0 = ,I CQb;I ',-' I ')'5j/:I J/Cl + = I ";~'74. /'/0 I / + = Interest accrues at the rate of six (61 percent per annum on the unpaid balance of Inheritance Tax from._ to date of payment, Interest due if paid by is $( /:'/' I. "i~.~ '''/;' ':-'1 'I /, "ltJ_ '-'/) BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE INFORMATION To insure proper credit to your account, tho 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 70B of tho Inheritance and Estate Tax 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 (51 percent is allowed (72 P,S, 9 2485,7161, Inheritance Tax, other than tax on a future interest, is due at the date of the decedent's death and becomes delinquent at the expiration of nine (9) months aftor the decedent's death (72 P,S, 9 2485.711 I, Inheritance Tax on a future interest is payable within three (3) months alter the transfer takes effect in possession and enjoyment and is delinquent thereaher (72 P.S. 9 2485.712j. Calculate interest from the delinquent date shown on tha face of this form to the date of actual payment using the following interest table: ------------ --------- ---------- --- ------ -------- - - --- - --- -------- -- -- - - - -- -- 1 month ,005 4 months ,020 7 months ,035 10 months ,050 2 months ,010 5 months ,025 8 months ,040 11 months ,055 3 months .015 6 months ,030 9 months ,045 12 months ,060 1 days ,00017 11 days ,00186 21 days .00352 2 days ,00034 1 2 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 1 5 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 ,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 tha Inheritance and Estate Tax Act of 1961 (72 P.S, 9 2485.10011, Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: INSTRUCTIDNS To insure proper credit to your occount, the nome 01 the estate and lile number should be clearly printed on the check or money order. This determination and assessment is made in accordance with Section 421 and Section 732 01 the Inheritance and Estate Tax Act 011961,72 P,S, 2485-421,732. The estate tax imposed by Section 421 is due ot the date of the decedent's death but shall nat become delinquent until the expirotion 01 eighteen (18) months alter decedent's death provided that any estate tax occasioned by a Iinal change in the Federal return or of the tax due thereon shall not become delinquent until the expiration of one (I) month after the person liable to pay the tax receives final notice of the increase, Calculate interest Irom the delinquent date shown on the face 01 this farm to the dete 01 payment using the fa! lowing interest lab' e: --------------------------------------------------------------------------------- 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 man ths .(llS 6 months ,(l30 9 months .045 12 months .060 1 day .00017 11 day s .00186 21 days .00352 2 day s .00034 12 doys .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 doy s .00437 7 days .00118 17 doy s .00284 27 days .00454 8 days .00135 18 days .00301 28 days .00471 9 days .00152 19 days .00318 'll doys .00488 10 days .00169 20 days .00335 30 doys .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 01 the Inheritance and Estate Tax Act of 1961 (72 P.5. ~ 2485-1001) Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: \ REV. 736 EX (03-8BI COMMONWft.lTH or rCNN5Y\VANIA NOTICE OF DETERMINATION AND DEPARTMENT OF R[VENUI ASSESSMENT OF PENNSYLVANIA ~~~E~gxOfIl~~~IVIOltAL 11.;<[5 ESTATE TAX BASED ON FEDERAL HARHISBlIRG rot. "1O~ __ CLOSING LETTER DAT~~86 ESTATE OF PORTMANN JEAN M FILE NO. 21 80-0346 DATE OF DEATH 05-19-80 COUNTY CUl1llEBlJlNP NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLE TO: "REGISTER OF WIL~S, AGENT." ACN 202 GEORGE B FALLER 10 W HIGH ST CARLISLE 17013 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE Amount RemittBd to Register of Wills ~L!~ .A!-9~~ _ ~HJ~ .L!to!E, _ _ _ _-:- _ _ _ _ R,E:r !,~N_ ~9~~Fl _P.O_R:r~O.N. ~9Fl _Y.OY!'l_ ~I~~S. . . - -- ~- - - - . - - -- - - - REV, 736 EX (03-86) __NOTICE OF OETERMINATION ANO ASSESSMENT OF PENNSYLVAIA ESTATE TAX BASED ON FEDERA~ C~OSING LETTER-- ESTATE OF PORTMANN JEAN M FILE NO, 21 80-0346 ACN 202 OATE 05-19-86 ESTATE TAX DETERMINATION 3,819.36 1, Credit For State Death Ta~es as Verified 2, Pennsylvania Inheritance Ta~ Assessed (E~cluding Discount and/or Interest) 3, Inheritance Ta~ Assessed by Other States or Territories of the United States (E~cluding Discount and/or Interest) 4, Total Inheritance Ta~ Assessed 5, Pennsylvania Estate Ta~ Due 6. Amount of Pennsylvania Estate Ta~ Previously Assessed Based on Federal Estate Ta~ Return 7, Additional Pennsylvania Estate Ta~ Due 18,554.76 .00 18,554.76 .00 .00 TAX CREOITS: PAYMENT DATE RECEIPT NUMBER INTEREST (-) .,.., ~ .00 r ::u~ "crl c." f'T1n ~- "'e w"" ~ tr.:'11 ",I _,0 ",0 .:0 1,.:Tl r::? N -:~(? ..'''' 0 " AMOUNT PAID , '0,""1 'H B -', '" TOTA~ TAX CREOIT BALANCE OF TAX DUE INTEREST TOTAL DUE .00 .00 .00 .00 . IF PAID AFTER THIS DATE SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST (IF BALANCE DUE IS LESS THAN $1 OR IS REFLECTED AS A "CREOIT" (CR). NO PAYMENT IS REQUIRED)