HomeMy WebLinkAbout80-00356
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execute and deliver good and sufficient conveyance therefor.
(3) To compromise and settle 0.11 claims in favor and against
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!! FIFTH: In case any provision hereof shall be invo.1id for any
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reason, no other provision shall be invalidated; on the contrary, all other
provisions hereof nevertheless shall be and continue effective according to
their intent and purpose as herein expressed, it being my intention by the
foregoing provisions of this, my Last Will and Testament, to dispose of all
my property of whatsoever nature and description and wheresoever situate.
SIXTH: I hereby nominate and appoint my son, DENNIS L. SWANSON,
-
who resides at 1209 DeGroff Street, Apt. 4, Grs.r.d Ledge, Michigan and my
son, STEWART D. SWANSON, who resides at Box 99A, R.D. #1, Elliottsburg,
Pennsylvania, or the survivor of them, to be the Executors of this my
Last Will and Testament, and I direct that they be permitted to qualify as
such in any jurisdiction without the giving of bond or other security.
IN WrrNESS WHEREOF, I have hereunto subscribed ray name and
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SUbscribed, sealed, published and declared by KATHERINE SWANSON,' the above II
named Testatrix, as and for and to be her Last Will and Testament in our :
presence and in the presence of each of us, and we, at the same time at her!
request and in her presence, and in the presence of each other, have here- i
unto sUbscribed our names as attesting witnesses this tenth ~ of i
October 1973. I
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affixed ray seal and published and declared this to be ray Last Will and
Testament this tenth day of October, one thousand nine hundred and
seventy-three.
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OATH OF PEfc:lONAL 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
Stewart D. Swanson
who, being duly sworn
,do es
depose and say that as Executor
of the last Will and Testament of
Katherine Swanson
deceased
he 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 In
d subscribed before me.
May 28
A.D., 19~
07t: ?
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Be it remembered that on the
29th d f
ay 0
DECREE
~:ay
80
,A.D.,19_. there was probated and
recorded the last Will and Testament of
Camp Hi 11
Katherine Swanson
late of
Deceased. Letters Testamentalt)' were granted to
Witness my hand and official seal the day and year aforesaid.
,Cumberland County. Pennsylvania.
Stewart D. Swanson
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.,. RegIster
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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
1961172 P.S. 9 2485.708).
To the extent that inheritance lax is paid within three (3) months after the death of the decodenl, 8
discount of five 15) percent is allowed (72 P.S. 9 2485-716).
Inheritance Tax, other than tax on a future interest, is due at the date of the decedent's death and becomos
delinquent at the expiration of nine (9) months after the decedent's death (72 P.S. 9 248S.711j. Inheritanco
Tax on a future interest is payable within three (3) months after the transfer takes effect in possession and
enjoyment and is delinquent thereafter (72 P.S. 9 2485- 712). Calculate interest from the delinquent dalu shown
on the face of this form to the date of actual payment using the following interest table:
------------------------------------------------ - --------------- -- -- -- - ----
I month .005 4 months .020 7 months .035 10 months .060
2 months .010 5 months .025 8 months .040 1 1 months .066
3 months .015 6 months .030 9 months .045 12 mOnlhs .000
1 days .00017 11 days .00186 21 days .00362
2 days .00034 12 deys .00203 22 days .00309
3 days .00051 13 days .00220 23 days .00388
4 days .00068 14 days .00237 24 deys .00403
5 days .00085 15 days .00250 25 deys .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 deys .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 and Estate Tax Act of 1961 (72 P.S. 9 2485.1001).
Make check or money order payable to:
"Regisler of Wills, Agent"
Mail 10 the address lisled below:
.
Common~l'Jnlth of PonnsVlvQnlll
Dlp-Mtment of Revenue
Transfor Inheritance Tax
Resident Dscudont
rtev.464 EX+ (1.80)
INHERITANCE TAX RETURN
FOR ESTATES WITH GROSS ASSETS
UNDER $10,000,00
Estate of Katherine Swanson
Date of DCllth May 13, 1980
Social Security # 111-22-5897
Bureau File #
(ZIp)
County File # 21-80-356
Last Address
208 Senate Avenue
Camp Hill, Penna. 17011
(City) (statel
1, Decedent died:
o Intestate (without a wiil)
[jij Testate (leaving a last will - copy attached I
2.
[i1 Executor/Executrix
o Administrator/Administratrix
Name Stewart D. Swanson
Address R. D. III
ElliottsburR. Penna. 17024
(CitY) (Statel
(Zip)
3. Ail correspondence should be mailed to [iI Attorney 0 Fiduciary.
4. If an attorney is representing the estate, indicate:
Name Elizabeth P. Quigley
Address 26 East Main Street
New Bloomfield. Penna. 17068
(City) (Statel
REAL PROPERTY _ Identify reai properlY located in Pennsylvan;a bV lot and block numb", ""et add.ess and I
include a statement of mortgage encumbrances as of,the date of death.
NON E
Total
(Zip)
Estimated
Market Val ue
'-1/-.1'0
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I Department Valuation
(Official Use Only)
No
BENEFICIARIES
BENEFlctARIES AND ADDRESSES
(Stato full namus nod oddrouos of all who hove un intorost
elthor vestod. continuont Of othor inlorust)
RELATIONSHIP
TO DECEDENT
SURVIVED
DECEDENT
STATE YES
OR NO
AGE OF LI FE
TENANTS OR
ANNUITANTS
AT DEATH OF
DECEDENT
INTEREST OF
BENEFICIARY
IN ESTATE
Dennis L. Swanson
Lansing, Hichigan
48910
Son
Yes
One-half
--.---"
Stewart D. Swanson
Son
Yes
One-half
R. D. 111
E11iottsburR. Penna. 17024
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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 wilifuliy fails to file a return or
other report required of him. . , shall be personally liable. , . to <l penalty of 25% of the ts)'; 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,"
File Number
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
21-80-0356
REv..n4 EX+ (5-80)
Estate Name
Katherine Swanson
[!) Original
o Supplemental
o Remainder
Date of Death
May 13. 1980
Social Security Number
111-22-5897
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointod Inheritanco Tax Appraisor in and lor tho County 0/ Cumberland
Pennsylvania, do respoctfully roport that I "avo appraised tho roal and porsonal property as repartod In tho /orogoing
rotum at the values set forth opposite each item In the last column to the right in Schedules "A", tlB", lie", and "eft
Dated: June 11. 1981 ~;P'p,,',; )'i"If,JllfJI})
"INHERITANCE TAX APP~A1SER
ADJUSTMENTS REMAtNDER APPRAISEMENT CODE
INVENTORY VALUE AS APPRAISED caOE (HARRISBURG USE aNLV)
Reol Property (Schedule A) $ aD+ 92+
Personal Property (Schedul. B) 10+
Jolnt.Held Property (Schedule E) 2iH
Transf.r. (Schodule C) 30+
TOTAL GROSS ASSETS
Leu D.b.. and Deductions 40- 93-
(SCHEDULE FI
CLEAR VALUE OF ESTATE
o I.ifo Estato RATE FACTOR PRINCIPLE VALUE CODE
o Annuity
FOR USE OF REGISTER ONLY
Tox on $
Tax on $
Tax on $
Tax on $
CODE
COMPUTATIONOF TAX
$
$
S
$_
$
6%
15%
Tax on $
Exemptions
Total Estate
TOTAl TAX
INTEREST FROIA
BALANCE
TO
$
$
$
Less Credits
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
S
+ $
$
=
$
+
.
BALANCE
TO
$
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C'4 (11l78l,'{I~}f:"~~:';;~t't;l'.; l',t"':::.::'.';:,:~:i~.',':A:>""/~~';":~';';~'i;'~'f),','i.~'>/'<,;' . '.' ,'.,:' ,- - ", -..,', ,f, . ,'- "i ;:.,', ',<- .;. '. ': ,,;.{.,- ..-
1:\1l1l)21t"~\':t']}';':,\,:!,:';i'>'iUCqIVlIVIONWEAL TH. (IF PENi'!SYL V ANI.A ....
'&a258{y\;:'{"::;\I:~!'/'.<":IlEPARTPo1ENT OF REVENUE ". .<. .... .'. ..............
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" RECEIVED ___.._________________IIQIITY
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a From:
~ ~'~ress
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30'100---------------------- -
~ representing Pennsylvania Inheritance or
Estate Tax due from the following estate:
dollars
c/o
P.O.
11is&beth P. Quigley,
_.. 446
Baq
2~ Tall on
$
$
H.... B100lllfield. 'a.
17068
6% TOK on
s
$
File No. 21-80-356 Dale of Deoth5-l3-19BO
150/(> Tax on $
$
Nome of Decedent
$
I
ICATBBRINIl S'IfAIif801f
o/c Tax on S
Eslote Tall, Act of
May 7, 1927
$
Dote of Payment
Auguat: 1.1. 1980
Cou nty
Cumberland
TOTAL TAX CREDiT
less five percentum of tax if
paid within three months after
dole of death
Plus interest at the rale of
_0/0 from
to
$
A4."2
Remarks:
$
4.22
-'AID ON ACCOUNT-
$
lJOO~[?[L~@&'[j'rn 5 E A L
TOTAL AMOUNT PAID
$
BO.30
NOTE: Thi, Tripltcate Receipt to be retained for audit purposes,
Received by
NOTE: In occepllng Ihe trander inherUonce 10)( on future ntotes, prior to Ihe deolh 01 the Iile
lenant 0' tenant lor years, os eyldenced by this ,ecelpt, II is understood that the Commonwealth shall
I not be p,ecluded or pravented f,om he,eofte, aueuing addlllonallnhe,lIance 10)( at the death of the
, Ill. lenant or tenant 10' years wheneyor II appears thot such additional tOlt may be legally due and
collectible fa, any re050n whatsoeve"
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