HomeMy WebLinkAbout80-00362
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21.80
'JC')
.. U,""',J
No.
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Estate of ~/i'/" / ~~J.(' c:.U~..,y' ,deceased.
To Register of Wl.l.I.s for the County of Cumberland, I.n the Commonweal.th of Pennsyl.vanla.
c;.:,/'v./ /. /;,( /7? I
Petitioner(s) is (are) the execut~:r' named In the Last Wil.l. and Testament of '" r ./' CI :; 0 r c:
./? /" / 7J1 ~ /' >;7",' ~' <;I 1(]
;('6'&.,</ oA//7I--U- dated':2cc~ .<~ ~ / /,L,/
Decedent was a cl.tizen of the Unl.ted States and a resldefll of ,A r? ;J( //~: ~ / <<: .J
T~ip (Borough), Cumber nd County, Commonweal.lh of Pennsylvania.
Decedent died on . .' 'I':: !if the /G"r? day Of~'" A.D. 19 ,f'O ,In the
County of C v/l( 1'16'/"- L, /) .La ,State of ~?'M,,!.~atthe age of & b years.
Decedent has (has not) been married and has (has not) had chil.dren born to him (her) sl.nce the ex-
ecution of the above described Wil.l..
Decedent was possessed of personal. property to the val.ue of / / (;.' (;' (; (I (j C>
and of real. estate to the val.ue of '- 0-'
as near as can be ascertained; said real. estate situated as fol.l.ows
/lA
Therefore, your petitior?er~ respectfully apply(ies) for the probate of the sal.d Last Wil.l. and Testa.
ment and for Letters Testamentary theron.
Dated ~ Z~ /;,YcPd
7 ~ tJ"-"-I l.lI.~l,,~-<.... (:..v<~J;." ~
Name and address~~1 ~ ~~.., k,{ rIc. A
of Pelitloner(s) /~i-) 42/1 ../cck, ~~~
L2~7;;;:;' /.?~u,~
COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUMBERLAN~ .. j ss,
;0c/, ~/' ~L{ F h:.. ,1~~, ~'
named in above application, being duly \ )~-:}./~ "A- according to I.aw say(s) that the
statements set forth in this petition are true to the best of A,.I' knowl.edge and beUef.
A {J~=r- L\.S!C~{ 1;:"tr<'_0c2~~
sworn '
.____._ and subSCribed before
~'b
me ~lay 30 19 80
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Three-eighths to my nephew, Hervey W.
Froehlich, who presently resides at
Pennsboro Manor, Lemoyne, Pennsylvania,
17043, or to his wife, Mary Appleby
Froehlich, of the same address, if he
be deceased.
ITEM IV.
I direct that all estate, trans-
fer, inheritance or succession taxes, whether federal or state
or otherwise, including any and all interest and penalties as-
sessed thereon, payable on any property which is devised and
bequeathed under the provisions of this my Will or any Codicil
thereto, or any other property which shall constitute a taxable
part of my estate, shall be paid out of the principal of my re-
siduary estate before the division of the same into any shares.
ITEM V.
I nominate, constitute and appoint
National Central Bank, Harrisburg, Pennsylvania, the Executor of
this my Last Will and Testament.
IN WITNESS WHEREOF, I have hereunto set my hand and
(--,
seal this J1f- day of -.iJ.2L, A.D., 19.!/..!j::-
)?/jMA-j,~//~
(SEAL)
Signed, sealed and published and declared by the above named
MARGARET BOAS WITMER, as and for her Last Will and Testament,
in the presence of us, who, at her request and in her presence
and in the presence of each other have hereunto subscribed our
names as witnesses thereto.
I<!~ J. Elh;J;;t
ame
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYL VANIA 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
.-;7 ./ /'" /.' J /
Cumberland, personally came /7f'I' (;/ //, ,/ V::;, 't.; //; " -1 //L' J..
who.beingduly,f~:>vr^- ,do ;;:9cP9seandsaythatas C--Yr"( <" /,: v
of the last Will and Teslamentof .#~/~";Y (''-'7,<._ ./ ~:J.J ~/ ~;'1' ,- 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.
/. I' L' .t--'-
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and subscribed before me.
7\..ld...( 2-,/ A.D., 19 r!e'
Register
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DECREE
Be it remembered that on the 30th day of
~;ay
80
,A.O,,19_. there was probated and
recorded the last Will and Testament of
lVlargaret Boas l\'i tmer
late of
Camp Hill
Deceased. Letters Testamentary were granted to
Witness my hand and official seal the day and year aforesaid.
, Cumberland County, Pennsylvania.
Henry witmer Froehlich
?jJZu t2. c:f~
~ Register
, ,
//-/0 -'J'IJ
. REV.44~ (I-eo)
I . .COMMONWEA~ TH OF PENNSY~VAHIA
I DEPARTMENT OF REVENUE
TRANSFER INHERl'rANCE TAX
1_ RESIDENT DECEDENT
AFFIDAVIT OF
FIDUCIARY
(In.trll:tion. on Roverse Side)
.
-
Estate of ~l^RGARE'l' BOAR \n'1'~1ER
Dole 01 Dca~'
NAY 26, 1980
Lost Address 159 North 25th Street
Saciol. Security No. 182-36-7494
Camp Hill, Pennsylvania 17011
Bureau Fi!.e No.
(CITY)
(STA 1m
(liP)
Coun ty Fi!. e No,
/ /.- ,1[/>' ,-:>r;~ _:~.
I. Decedent died:
( ) Intestate (without a will)
(X ) Testate (I.eaving 0 lost will--capy attoched)
2. Is the filing of 0 Federol Estate Tax Return required for this estote? Yes_ No
3. (X ) Executor/Executrix
) Administrator/Administratrix
Name
IlERVEY W. FROEIlL TCIl
123 Hontchan Drive
Wilmington, Delaware 19807
4. All correspondence should be mai led to ( X) Attorney
) Fiduciory.
n as
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Address
(CITYI
(STATEl
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5. If an ottorney is representing the estate, indicate:
Nome SPENCER G. NAUHAN, JR., ESQUIRE
Nauman, Smith, Shissler & Hall
Address P. O. Box 84Q
Ilarrisburg~ennsy]vania 1710R
ICITV) {'iTATE} (ZIP)
List 011 safe deposit boxes registered in the decedent's individual nomel or jointly with,or os on agent or deputy
of another, or in decedent's individual nome with right 01 access by anatner os agent or deputy. Include the nome
and address of the bonk or other institution where the sole deposit box is located, the nome (s) in whic~ the box
is registered and the relationship of the joint holders to the decedent.
NAME ANO ADDRESS OF aANK OR OTHER INSTITUTION
IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX
NAME OR NAMES IN WHiCH
SAFE aEPOSIT BOX IS REGISTERED
RE~A TIONSHIP OF JOINT
HO~DERS TO DECEDENT
N/A
N/A
N/A
Under penalties of perjury, I declare thotl hove exomined this return, including accompanying schedules and
statements, and to the best of my knowledge ond belief it is true, correct ond complete.
~tI~:rli h) jild ~1:~l'.'"fl~:\~ !:~h:(t Mt!
!.,':.,~JJid.. .1")'J!'X1c:r::~., ,1',tD
-\' - t1e1!'I,fr~~ HEN
WJ ~Nolt!i. ,'I . Phil.. Co. '-
, , ~ My Commission Expires Oc~ 24, 1982
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SIGHA1URE OF FIDUCIARY
II/sho
( f DATE
PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION
1. PERSONS RESPONSIBLE FOR RETURN
Section 701 of the Inheritance and Estate Tax Act of 1961 provides that the following persons shal.l prepare and file
a return:
a, The personal represental1ve of :he estate of the decedent as to propelty of the decedent adrninistered by him
and such additional property which is 01 may be subject to Inheritance Tax of which he/she shall have or
acquire knowl.edge;
b. The transferee of property upon the transfer of which Inheritance T<1X is or may be imposed by the 1961 Statute,
including a trustee of property transferred in trust, provided thai no 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 w:lh the Register of Wills of the county wherein the decedent resided.
3. TIME FOR FILING
The return is due nine months after the decedent's death, unless an extension for filing has been applied for and
granted by the Secretary of Revenue within the nine-month period.
4. FAILURr'TO FILE RETURN
Section 791 of the 1961 Statute provides that" . . .any person who willfully fails to fUe 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 lessel to be recovered by the Department of Revenue as debts of like amount are recoverable by
iaw."
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 OFTAX
The tax assessed on the transfer of property reported in the return is du~ 9 months after the decedent's death. Interest
at the rate of 6% per annum accrues thereafter until payment is made. All payments received are first applied to any
interest which may be due with any remainder applied to the tax. IF TAX IS PAID WITHIN 3 MONTHS AFTER THE
DECEDENT'S DEATH, A DISCOUNT OF 5%OF THE TAX PAYMENT IS ALLOWED.
All checks should be made payable to the Register of WUls of the county wherein the decedent resided and are
received subject to the final determination of the Department of Revenue.
7. FAILURE TO PAY
The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until
the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's
estate or against any property belonging to a transferee liabl.e for the tax.
a. 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 o(a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding
$1,000 or undergo imprisonment not exceeding one year or boUI.
REII,45111.~O)
COMMONWEALTH OF PENNSYLVANIA
, DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Estate of
ITEM
NO.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
MARGARET BOAS \HTMEll
PERSONAL EFFECTS
SCHEDULE "6"
PERSONAL PROPERTY
*
(lnstructiOf/S all Rcvf.'rst.' Sido)
DESCRIPTION
UNIT
VALUE
ESTIMATED
MARKET
VALUE
DEPARTMENT
VALUATION
(OFFICIAL USE ONL Y)
200.00
UNDISTRIBUTED INCOME - trust under Will of
Mary M. Boas
421. 42
CCNB CHECKING ACCOUNT - No. 967-808-7
4119.59
CCNB SAVINGS ACCOUNT - No. 002-003128-2 -
9912.50
Interest to 5/26/80 - 60.83
9973.33
CAPITAL SAVINGS ASSOCIATION - No. 002-20-12666 -
10224.11
Interest to 5/26/80 292.33
10516.45
it, 937.':'-
(16:875) 6046.25)
,fJ, ,,-',.:I.<{ . ,I
(53.3125; &4782.50/
47.60
/0$"0. ),3
ft t 5/..tS-
62 SHARES - GREYHOUND CORPORATION
840 SHARES - AMERICAN TELEPHONE & TELEGRAPH
NEW ENGLAND LIFE FINAL ANNUITY PAYMENT
71.14
PENN MUTUAL LIFE FINAL ANNUITY PAYMENT
BANK OF DELAWARE SAVINGS CERTIFICATE
No. 23 N003224 40906.28
Interest to 5/26/80 27.02
40933.30
405.17
CCNB BANK, N.A. - DEPOSIT 5/29/80
340.65
NIGHTINGALE NURSING HOME REFUND
TOTAL THIS PAGE 6.12857.40)
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MAIN OFFICE 331 BRIDGE STf1EET NEW CUMBERLAND. PENNSYLVANIA 17070 (717) 774.7000
.
Date
June 5, 1980
TO: Nauman" Smith, Shissler & Hall
Bergner Building
Six North Third Street
Harrisburg, PA 17108
ATTENTION: Spencer G. Nauman, Jr.
HE: Estate of Margaret Boas Witmer
Name of Decedent
The follLwing is a complete record of the above decedent's accounts
as of
May 26, 1980
Date of Death
Account Ilo. Type of Account Balance on Date of Death Names on Acco\mt Date of Creatior:
Principal Accrued Int. (All Owners) of Joint
Ownershi
967-808-7 Checking $4,119.59 None Margare~.Boas Wi~J
Hervey \,. Froehlich OA
,'}~
002-003128-2 Savings $9,912.50 $60.83 Margaret Boas Witme
-iT-~c" ?_ Ii Hervey W. Froehlich OA
I
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R. S.
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STATE
CAPITAL
SAVINGS
ASSOCIATION
m
Spencer G. Nauman Jr.
Attorney at Law
Bergner Building
Six North Third street
P.O. BOX 840
Harrisburg, Pa, 17108
DATE: June 6, 1980 .
DECEDE~: Margaret Boas WJ.tmer
D.O.D.- 5-26-80
#002-20-12666 BALANCE AS OF DATE OF DEATH $10,224.12
ACCRUED INTEREST 292.33
DATE OF DEATH VALUE $10,516.45
DATE ESTABLISHED 3-7-77
MATURITY DATE 7-6-81
ACCOUNT TITLE Margaret Boas witmer
#_-- BALANCE AS OF DATE OF DEATH $
ACCRUED INTEREST
DATE OF DEATH VALUE $
DATE ESTABLISHED
MATURITY DATE
ACCOUNT TITLE
#_- BALANCE AS OF DATE OF DEATH $
ACCRUED INTEREST
DATE OF DEATH VALUE $
DATE ESTABLISHED
MATURITY DATE
ACCOUNT TITLE
#_- BALANCE AS OF DATE OF DEATH $
ACCRUED INTEREST
DATE OF DEATH VALUE $
DATE ESTABLISHED
MATURITY DATE
ACCOUNT TITLE .....A
THE PENALTY ON PREMATURE WITHDRAWALS OF TERM INVESTMENTS
IS WAIVED PRIOR TO THE INVESTMENTS RENEWAL DATE. TO ACT UPON
ACCOUNTS HELD IN AN ESTATE WE REQUIRE A SHORT CERTIFICATE' OF
CURRENT DATE; A DEATH CERTIFICATE ON JOINTLY HELD ACCOUNTS.
CONTACT US FOR ANY FURTHER INFORMATION.
BY: (((;-'y~.,<", / ~: y(-,~ r .~
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108-114 NORTH SECONO STREET. PO BOX 1861. HARRISBURG, PENNSYLVANIA 17105 (717)236-8252
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. WILMINGTON, DEL('.WARE 19899
c
JUL 2 · 19S0
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BAN< OF
DEIAWAI\E
July'22, 1980
Spencer G. Nauman, Jr., Esq.
Nauman, Smith, Shissler & Hall
Bergner Building, six North Third Street
P. O. Box 840
Harrisburg, PA 17108
Re: Estate of Margaret Boas Witmer
Dear Mr. Nauman:
We have searched our files and have found the following in reference to the
above captioned subject.
ACCOUNT TYPE ACCOUNT if
BALANCE AS OF
5/26/80
$40,906.28
ACCRUED
INTEREST
JODlT
liillL
savings certificate 29 N003224
$27.02
single name account
.-
\...) ....;
We find no other accounts in favor of the subject. If we may be of further
assistance, please let us know.
( Very truly yours,
""fna?i J/&u!1 \,)furJrla.!J
.M~Y~'t; Thomas
Credit De~artment
(302) 429' - 1366
'.
Tho Penn Mutual Lif(" lurance Company
207 Houso Avonuo, Comp Hill, PA
Moil: P. O. Box lGG9, Horrisburg. PA 1710G 171717G3.7401
(
AUG a 1990
August 6, 1980
n Penn
: ~ Mutual
Spencer G.Nauman, Jr.
Nauman, Smith, Shissler
P.O. Box 840
Harrisburg, PA. 17108
& Hall
Re: Margaret B. Witmer, Deceased
Policy No. 1397089 & 1524613
Dear Mr. Nauman:
We are enclosing an explanatory voucher together with a check
in the amount of $71.14 payable to Henry W. Froehlich, as
Administrator of the Estate and beneficiary under the above
numbered policies. This check represents settlement of claim
in full.
If we may be of further service in any way, please let us
know.
WNl/dr
~ew, New I:nglano Mutua:~ue Insurance t..;ompany
EQeI8)]d 501 Boylston Street~.\!;
, ~ite Boston, MA 02117
,,->
OA TE PAlO
7-3-80
CERnFlCATE NO,
0.55273
NAME
WI'nIIR, IIAllGUBT B
AMOUNT
CiUARANIUD
IN$lAlMlNI
OIlINHA[ST
AGENCY
27
RESIDENT STATE
38
DATE OF DEATH
OR WITHDRAWAL
5-26-80
OlVIDtND
INI. ON
ClAIM
NEW GUARANTEED PAYM[NT
AMOUNT
rR(QUINCY
op.cI.n
PAYEE
HENRY WITIotEB PIlOEHLJCII, ADMINISTRATOR
OF TIlE BSTATE OF IIAIllL\IIBT .00\8 11MB,
DECEASED.
MI5C.
MISe.
CAS"
47.31
VALUES REMAINING
IN THIS CONTRACT
AFTER COMPLETION
OF THE ABOVE
TRANSACTION ARE
SHOWN HERE.
NEW
PRINCIPAl.
O"lON1H~'
OUlIlA.O
o ~~=~''''t
ANNUAL 0
.29
47.60
N W UNI!'IN!)
(~H CO"l~A(! rUO~I\ION\1
fiRST OUE
AMOUNI 1~IQU[N(Y HIISr OUt
DMON1HlY
OIlAA.D
o ~~~~'Al
ANNUllO
PAYEE COPY
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.~~i1ti~~&~~~~~f~~;~~~i?k~~~t;~~;F..~:~~~'~:1~~~.~~'i5~I,\.1ti~i.;~rJ4(~".~1ii~Jf_~~~.mtj11~.~~:~ijm:~m~~~fij~",
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ACCRUED INCOME TO DATE OF DEATH
May 26, 1980
Mary M. Boas T/W
Account #05044-00-3
Total Income earned from January 1 thru
April 30, 1980
26/31 Prorata share of may Income $74.58 X
. 8387096
$
378.05
62.55
Less:
Commonwealth National Bank prorata share
147/183 - $24.00 X .803.2786
(19:28)
421. 42
Total Accrued Income to Date of Death
$
"
. .
QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving
valuable and adequate consideration? (Answer "Yes" or "No".) NO
2, Did decedent, within two years of death, transfer property from himsel f! hersel f to himsel !/hersel f and another party
or parties (incloding a spouse) in joint ownership? (Answer "Yes" or "No".) ~
3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following
information:
a, Age of decedent at time of transfer.
b. Copy of death certificate.
c, Affidavit by the attending physician indicating the state of decedent's health at time of transfer.
d. All other information supporting nontaxabilily of transfer.
4. Did decedent, in hislher lifetime, make any transfer of property without receiving a valuable or adequate consideration
therefor which was to take effect in possession or enjoyment at or after hislher death? (Answer "Yes" or "No".) NO
a. Was there any possibility that th~ property transferred might return to transferor or hislher estate or be subject
to hislher power of disposition? (Answer "Yes" or "No".)
b. What was the transferee's age at time of decedent's death?
5. Did decedent in hislher lifetime make any transfer without receiving a valuable and adequate consideration therefor
under which transferor expressly or impliedly reserves for hislher life or any period which does in fact end before hislher
death:
a, The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) ..JlL
b, The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Yes" or "No".) NO
6. If the answer to five b. above is "Yes," state whether the right was reserved in decedent al.one or others.
7. Did decedent in hislher lifetime make a transfer, the consideration for which was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Yes" or "No".) NO
8. Did decedent, at any time, transfer property, the bllleficial enjoyment of which was subject to change, because of
a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Yes" or "No".) NO
9. If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer "Yes" or "No".) ,
. .
REV0453 EX+ (3.801
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIAR!ES
'*
(Instructions on Reverse Side)
Estate of
MARGARET BOAS \~I1'NER
ZION LUTHERAN CHURCH
Harrisburg, Pennsylvania
N/A
SURVIVED
DECEDENT
N/A
DATE OF
BIRTH
N/A
INTEREST OF BENEFICIARY
BENEFICIARI ES AND ADDRESSES
RELATIONSHIP
One-fourth of
Residue
NATALIE SIEBERT FROEHLICH Niece-in-law YES N/A Three-ei hths of
369 North 27th Street Residue
Camp Hill, Pennsylvania 17011
HERVEY W. FROEHLICH Ne hew YES N/A Three-ei hths of
123 Nontchan Drive Residue
Wilmington, Delaware 19807
The above beneficiaries are living at this time except for the following:
NAME
DATE OF DEATH
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
Schedule "E" must include all property, real and personal, owned by the decedent jointly with another
perty or parties es joint tenants with right of survivorship. Both tangible and intangible property are to be
Included. List real estate first.
,. Describe all real property as indicated in the instructions for Schedule" A". Describe all personal property
as indicated in the instructions for Schedule "B". Include the name, address and relationship to the
decedent of the co-owner (s) and the date the joint ownership was established.
2. Indicate the total. market val.ue of the jointl.y ownp.d property.
3. Indicate the percentage of the decedent's interest.
4, Indicate the market value of the decedent's interest.
t"' '" I:l n > M > :E
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COMMONWEALTH OF PENNSYLVAtllA
DEPARTMENT OP REVENUE
BUREAU OF CDUNTV COLLECTIONS
APPLICATION FOR CliARITABLE EXEMPTION
FROM PENNSYLVANIA TRANSFER INHERITANCE TAX
(Act of Moy 28, 1956, P.L. 1757, alld Act of June 15. 1961,
P.L. 373, as amended)
Application is hereby fHed for the approval.
of an exemption from Pennsylvania Transfer
Inheritance Tax an the transfer of the property
described below:
1. Bureau File 11.__;Z~S1J...:_-2.t!.~
2. Date of Death _11'!Y_4.l\L12.~Q_.___
3. Date of Approval -!i2f!Z.1..o.<.....} l( JtJf;j
4. Name of Decedent Marearet Boas Witmer
5. The Commanweal.th's appraised val.ue af the praperty for which an exemption is claimed is S 1/4 of residue
(Nato: Where the property is other than a spocified amount of cash, tho oxemption cannot be approved until the value of
the praperty has been established by appraisal by the Commonwealth. except in thase cases where the amount of the gift
or bequest represents a stated fractional or percentage portion af the entire estate or the entire residue. In those cases
enter 'such fractianal or percentage amaunt above).
6. Check the manner in which the transfer was effected and submit a copy of the document autharizing the transfer, unless
such material has been previously filed.
WILL g;
DEED 0;
TRUST INDENTURE 0;
SURVIVORSHIP 0;
OTHER 0;
(l.f ather, explain)
7. Correct Business Name and Address af Charitable Organization receiving property:
NAME Zion Lutheran Church
ADDRESS 15 South Fourth Street. Harrisbure. Pennsv1vania 17101
o See listing on reverse side for additional charitable organizations covered.
8. I certify that the information contained herein is, to the best of my knowledge and belief, true and correct.
I i,' Lt.,),r.:;:.. <_0... n
Signature of App icant - L - _l~ - -..
I ervey Wltmer Froehlich
Address of Applicont P. O. Box 840, Harrisburg. Pennsylvania 17101
Official. Tille Executor
Date
I. ../l...e -' ,&d
This form must be completed in 'r1pllcate and all three caples delivered to the Register of Wills for the County in which the decedent
resided, or In which letters were lnued for a non.resident decedent's estate. If the decedent was 0 non.resldent of Pennsylvonlo and
16tters were not issued by a Pennsylvania Register of Wills, deliver all three copios to the Director, Bureau of County Collections,
Penna. Department of Revenue, 26 S. 4th Street, Harrisburg, Pa.
00 not write below this line. Far Official. Use onl
APPROVED: For the Secretary af Revenue
,
REFERRED to Bureau Headquarters
(Date of Referral.)
(Dato of Action)
* See reverse side for reasons
Approved 0
For Secretary of Revenue,
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(Authari%ed Signature)
~
Denied' 0
(Initials af Register of Wills)
>-t M'....d.-
~County)
U'i ~ (~ /f.f!J
(Date af Approval)
(County) .
(Title)
MUST BE FILEO IN TRIPLlr.~T,
"..' ...~
RIV-4U EK+ IHOI
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
I!J Original
o Supplemental
o Remainder
File Number
;>1-80-0?62
Estate Name
M~g~~~+ Rona W;tmp~
Date of Death
May 26, 1980
182-36-7494
Social Security Number
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tox Appraiser In ond for the County of Cumberland
Pennsylvania, do re.pectfull.y report that I have appraised the real and personal property as reported In the foregoing ,
retum at the volues set forth opposite each Item In thela.t column to the right In Schedule. "A", "B", "C", and "E"
Dated:
1i'c.oh~lUll~Y l' I 19R1
pjlM/n) 1f'/"JJ,olftl)
INHERITANCE TAX APPRAISER
INVENTORY
VALUE AS APPRAISED
CODE
ADJUSTMENTS
(HARRISBURG USE ONLY)
REMAINDER APPRAISEMENT CODE
R.al Praporty (Schodulo A)
Pertonal Property (Schedul. B)
Jalnl.Hold Proporty (Schodulo E)
Tran.far. (Schedule C)
$
N ne
00+
10+
ez+
21H
30+
TOT AL GROSS ASSETS
Len O.btl and Oeduc:tlon.
(SCHEDULE F)
CLEAR VALUE OF ESTATE
40-
93-
o Life Estate
o Annuity
RATE
FACTOR
PRINCIPLE
VALUE
CODE
FOR USE OF REGISTER ONLY
Tax on $
~
COMPUTATION OF TAX
$
$
$
$
6%
T aK on $
15%
Tax on $
Tax on $
Tax an $
$
Exemptions
Tolal Estote
TOTAL TAX
INTEREST FROM
aAlANCE
TO
$
$
$
Lell Credits
DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST
S + $ $ =
+ .
BALANCE $
TO
TAX CREDIT
$
REV.457 (1.80)
COMMONWEAL TH OF PENNSYLVANIA
, OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT OECEDENT
INHERITANCE TAX
APPRAISEMENT
'*'
Estate of
Mar~aret Boas Witmer
File No.
21-80-0362
County
Cumberland
Date of Death
May 26, 1980
In the event that any future Interest In thl, estate Is trnnsferred In possosslon or onjoyment to collateral heir. of tho decodent after the expiration of any
ertatlt 'or life or 'or yea", thlt Commonwealth hereby expressly reserves 1he right to appraise and 81Sen transfer inheritance taxes at the rawful coHateral rate
on any such future Interest.
PROPERTY REPORTED BY THE ESTATE
DEPARTMENT'S
APPRAISED VALUE
1. TOTAL REAL PROPERTY - SCHEDULE "A" . .
2. TOTAL PERSONAL PROPERTY - SCHEDULE "8"
3. TOTAL TRANSFERS - SCHEDULE "C" . . . .
4. TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E"
None
TOTAL REPORTED PROPERTY
112.730.03
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
TOTAL UNREPORTED PROPERTY
None
TOTAL GROSS ASSETS
112.730.03
LIFE ESTATE OR ANNUITY CALCULATION
I do hereby certify that the above appraisement is made in conformity with Pennsyl.vania I.aw and has been fil.ed this day
with the Register ul Wills.
..IiJ;~A';~ 11Pt~..f/Jlrj)
APPRAISER
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:J 4(tln8)'.'!,~"I"., ~ . t 1 .'>(,
I. ~ 1i0;'i;P.I(.;i~::',+, ."'.; :::' .,... ,,,. ...COMMO~WEALTH OF PENNSYLVA.NIA . '. "
. " :9,90,~"".,;.}(:...! .' '..,. ',',DEPARTMENTOFREVENUE " '", : '/"
'~" ,,!,:,BFF"CIAL:'~ECEIPT' PENfl'SYLVANIA INHERIT~NCE AND EST~TE :r~~\;::1
J ~N:lf:.t\~,:.:,,'lty;,~;!.,;'~:,,~~: '::'v." "'{j'" ~__. _. ...__._ :;,r-,',:,i:\ )':- .. ", ''''''',i>\Y'
a RECEIVED --------------1'1. THOUSAND THRBB BtnIDRID 1lI11lf1TY-THllBI " 23/100--7lOlrars
If representing Pennsylvania Inheritance or
S. From, lIIaWllan Bllith Shillsler" Hall Att Estale Tax due from Ihe following eSlale,
~ 'ldre..
li I
P.O. Box 840
2!lc Tox on
$
s
Harrisburg,
.a.
17108
6%Toxon
s
$
File No.
21-80-362 Dole of Deolh 5-26-1980
15'1.Toxon S
$
Date of Payment
August 25, 1980
9" Tax on S
Estate Tax, Act of
May 7, 1927
$
I
Nome of Decedent
MARGAR&"l' BOAS WITMER
s
Counly
CWll1ledand
TOTAL TAX CREDIT
less five percentum of tox if
paid within three months after
dote of deoth
Plus interest 01 the rate of
_%from
10
$
10,G4n '4
Remarks:
$
547.01
-PAID Olll ACCOUNT-
$
ITOO~[P~J@&\IT~ SEA l
TOTAL AMOUNT PAID
s
10,393.23
NOTE: Thll Triplicate Receipt to be ,etalned fo, aUdit pUlpola..
..../,. ;",,~.'
~?'~t:t~p~:'U-1
(Tllfe)
I
Received by
NOTE: In occepllng the tronder Inheritance lo~ on future esloles. prlar to !he death af Ihe lile
lenant ar lenanl lor years. os evidenced by this receipt, il I, undefllood thot the Commonwealth sholl
not be precluded or prevented from hereofter aueuing addltionol Inheritance lo~ at the! death af the
Ill. lenonl or tenonl lor yeaU whenever II oppeau that such additional t(U may be legally due and
collectible for onv reo,on whatsoever.
-.-.----.----.--.----.--.---- ------.- -'--------,---,---,.
RCC.3 (4-73)
APPLICA TlON FOR CHARIT ABLE EXEMPTION
FROM PENNSYLVANIA TRANSFER INHERITANCE TAX
(Ao' 01 Moy 2B, 1956, P.L. 1757. and Aot of June 15, 1961.
P.L. 373, as anlendedl
.
COMMONWEALTH OF PENNSYLVMIIA
DEPARTMENT OF REVENUE
aUREAU OF COUNTY COLLECTIONS
-
-
Appl.icatian is hereby filed for the approval.
of on exemption from Pennsylvania Transfcr
Inharitance Tax an the transfer of the property
described below:
1. Bu,eau File II ._rRl: lQ:::_3/22_____
2. Dote of Death _May_ 26, 1980u, m , , '_n_ _'n__ _._
3. Date of Approval. -,{f!~-4-L-f.,fQ
4. Name of Decedent Margaret Boas Witmer
5. The Commonwealth's appraised value of the property for which en exemption is claimed is $ 1/4 of residue
(Note: Where the property is other than a specified amount of cash, the exemption cannot be approved until the value of
the property hos been established by appraisal by the Commonwealth, except in those cases where the amount of the gift
or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue. In those cases
enter such fractional or percentage amount above).
6. Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer, unless
such material has been previausl.y filed.
WILL 0;
DEED 0;
TRUST INDENTURE 0;
SURVIVORSHIP 0;
OTHER 0;
(I. f ather, explain)
7. Correct Business Name and Address of Charitable Organization receiving property:
NAME
7.io" 1.11thpr.l=ln r.httr,.h
ADDRESS 11:) !=;nll~h FOllrth ~trpp-t: I H~"'ri !=:htlre J ppn"j:l:y1'U~n-t ~ 171 nl
o See listing on reverse side for additional charitable organizations covered.
8. I certify that the information contained herein is, to the best of my knowledge and belief, true and correct.
Signature of Applicant j _\.. \ W"r.-. A _ 'F... () D . ~~
Hervey Wi mer Froehlich
Addre.. of Applicant P. O. Box 840, Harrisburg, Pennsylvania 17108
Official Title
Executor
Date_ II - 2..B - 80
This form mUlt be completed In triplicate and all three copies delivered to tho Register of Wills for the County In which the decedent
resided, or In which letters were Issued for a non-resident decedent's estate. If the decodent wos a non.resldent of Pennsylvania and
letters were not Issued by a Pennsylvania Register of Wills, deliver all throe copios 10 the Director, Bureau of County Collections,
Penna. Department of Revenue, 26 S. 4th Street, Harrisburg, Pa.
Do not write below this lin. . Far Official Use Onl
APPROVED: Far the Secretary of Revenue REFERRED to Bureau Headquarters
Approved 0
For Secretary of Revenue
Deni.d' 0
(Initial.s of Register of Wi 1.1. s)
(Authorized Signature)
~ (County)
~t;;~ /~ / ffZJ
(Date of Approval)
(County)
(Title)
(Date of Referral.)
(Date of Ar.tian)
* See reverse side for reasons
MUST BE FILED IN TRIPLIC~,T~
COMMONWEALTH Of PENNSYLVANIA t
COUNTY Of ~ J
PHILADELPHIA
HERVEY W. FROEHLICH
5S:
being duly sworn according to I.aw, deposes and says that he is the
Executor of the Estate of HARCARET BOAS WITHER
late of _...Jl.OROUGH. OF._CAHE.,HILL---. ____.___ , Cumberland County, Pa., deceased and that the
within i. an inventory made by him " the .aid Executor
of the entire e.tate of said decedent, con.isting of an the personal. property and real estate, except real e.tate outside
the Commonwealth of Penn.ylvania, and that the figures opposite each item of the Inventory represent it'. fair value
as of the date of decedent'. death.
this 5th day of November
19 80
-UP l~,:c~
Sworn to
and subscribed before me,
123 Hontchan Drive
MARLENE COHEi'l
Not.ry Public, Phil... Phil.. Co. ,
My Comrnisnion Expires Oct. 24, ';8r3
Wilmington, Delaware 19807
Addr",
Date of Death
26th
Day
HAY
1980
Month
Year
INSTRUCTIONS
I, An inventory must be fHed within three months alter appointment of personal representative.
2. A suppl.ement inventory must be Wed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personally or real.ty
4. See Article IV, Fiduciaries Act of I. 949.
~,
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I.nvontory of tho roal ond porsonal. ostato of
MARGARET BOAS WITMER
docoalOd.
2. UNDISTRIBUTED INCOME - TRUST UNDER WILL OF MARY M. BOAS
200 00
1,21 42
111,19 59
9973 33
105H. 1,5
10M, 25
1,1,782 50
1,7 liO
71 1/,
1,0933 30
1,05 11
340 65
1. PERSONAL EFFECTS
3. CCNB CHECKING ACCOUNT - NO. 967-808-7
4. CCNS SAVINGS ACCOUNT - NO. 002-003128-2 - 9912.50
Interest to 5/26/80 60.83
5. CAPITAL SAVINGS ASSOCIATION - NO. 002-20-12666 - 10224.11
Interest to 5/26/80 - 292.33
6. 62 SHARES - GREYHOUND CORPORATION at 16.875 each
7. 840 SHARES - AMERICAN TELEPHONE & TELEGRAPH at 53.3125 each
8. NEW ENGLAND LIFE FINAL ANNUITY PAYMENT
9. PENN MUTUAL LIFE FINAL ANNUITY PAYMENT
10. BANK OF DELAWARE SAVINGS CERTIFICATE - NO. 23 N003224 - 40906.28
Interest to 5/26/80 27,02
11. CCNS BANK, N.A. - DEPOSIT 5/29/80
12. NIGHTINGALE NURSING HOME REFUND
TOTAL..... .
112857 40
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-.-----.-------------------.-,---,-,-.-..-~-I...
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~jl,if~liti~:i/"''.'' , 'C()MMON~~A~~J~T~~:e~:~ESYLVANIA,
~~i\';\'~,ll,,' '." " " OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
I',:!'i,""""""" '
--
;
II
,~
~~
-
......
---
......
=--
--
TAX AT 6%
j I
I "
~l' ~~g~VED Hervey W. 'roehlich
JJ 0 Spencer G. SalUllllft,
ADDRESS P.O. Box 840
Herdabl.lrg, Pa. 17108
TAX AT 15%
Jr.,
TAXAT_%
lil.
ESTATE TAX
TOTAL TAX CREDIT
32.54
'--~f~~T~~-~~~i'TiO~---26~-1;80-------------
~ I .!..~~ 21-80-362
FILE NUMBER.
DATE OF PAYMENT'
Hovaber 10, 1980
LESS DISCOUNT
PLUS % INTEREST
(FROM TO_I
'~AME OF DECEDENT IIARGAItI'l' BOAS WITMBR
, ClUlbedand
;OUNTY
m
m
TOTAL AMOUNT PAID
32.54
--------------------------------------------
POSTMARK DATE .
REMARKS: "PAID. OM ACCOum"
SEAL
RECEIVED BY
t
REGISTER OF WILLS
",
REV.4SS (1-aO)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF [JEBTS
AND DEDUCTIONS
_.u____..._._.. . _. _ .
-- --_..- "-:'-'"
Estate of MARGARET BOAS HITHER Date of Death flAY 2(,. l'lBD
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWI.NG:
Fllo No.,
Cl.aimant HERVEY H. FROEHLICH
Rel.atiol1shi~ 10 Docodll111
N EI'II Ell
Cl.aimant's Address
123 Nontchan Drive. Wi1min~"nn 1)....1.,1.1'"..... ItlHn7
ITEM .", ..- -,
NO. DATE NAME OF PAYEE IH!MAIIKS AMOUNT
1 6/25/80 EDWIN A. JULIUS ""1Ulll.AL-EXl'J::NSES________,__.______,.__ -2hllH Hb
6/25/80 HARRISBURG CEHETERY 1l1l1l1b1..J9<J.1illS E 1 r.o en
..--
6/25/80 HERBERT GAITHER. H. D. DDC'I'OIl'~ISI'l' r.1l no
6/25/80 CHESTER G. THOHAS, H. D. DDCTOIl'S VISIT 15.00
.
6/25/80 NATALIE S. FROEHLICH SLACK'S FOil IJECEDENT 15.9D
---.--.-------.
..
Nauman Smith. Shissler & lIa11: ATTOIlNEY'S FEE ';(,1,2.87
5/28/80 1~ \ .lI{T~!h'X~ 65.0D
7/01/80 ADVEH'I' lr LNG - Xpfllllm- 20,00
LAND LA, .IOllllN ,
6/27/80 ~RMHml Nt; - EVENIN(; 25,00 5752.87
7/25/80 \J ". Mm.mmn. EXpCIlHCH 111 C011lll'C t lOiiWJ th sale
of ~tock:
TAXES - 27.74
CONfILSS TON - 558.79
msc, CIIAllllE- 1. 53 , 588.06
--
-
,
8/13/80 R. J. < c,,"c "'''''''C'!'nNI' r ,f.:'r""I'lllM(; 35.00
HERVEY H. FROEHLIf'H I\V"~II"'''"'c '''''' 5642.87
Outstanding chrls 5/26/80 on
CCNB Account 1/967-808-7 ...... .. CASII - 200.00
I\ANKIlF OELi\\YARI\ - - ;, ~::;~ nn_ ?n
"'n""'" '" '111 ""MC _
-c-
CLOS LNG COSTS 200.00
--..
TOTAL THtS PAGE I 15231.54
I hereby certify that to the best of my knowledge and beli~llhe foregoing is a just and true statement 01 debts. luneral
e~l?~rF,s ~'~~~~~'r.'}l,!l~pQijnistration suhmitted t~ the estate as deduction: for Inheritance Tax purposes.
,.,VJlI6n.<.." ~ I- II Uj,~~ 111"'/"11
- ~nr or ^TTO~O~~;;;~ ' DA.(E
Notary Public. Phil.,. Phil.. CO. -.. OFFICIAL USE ONLY
y Commission Expires Oct. 24, 1992 -, _ I" L-
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ /!I ,J.S/ 6 ~I AT L:;) PERCENT.
"
//)1
I. f ~
~-/7-JlJ
DATE
"
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductibl.e against his/her taxable estate.
In addition to debts incurred by the decedent or estate, other items are cl.aimabl.e including the cost of administration,
attorney fees, fiduciary fees, funeral. and burial. expenses incl.uding the cost of a buriall.ot, tombstone or grave marker.
AU debts being claimed against an estate are subject to the approval. of the Register of WHl.s with whom the
Inheritance Tax Return is fHed. Evidence to support the decedent's or the estate's liability for the debts being claimed
shoul.d be attached to this schedul.e.
A famHy exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania.
If there ;s no spouse, or jf the spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same househol.d can c1.aim the exemption. I.n the event there is no such spouse or chil.d, the exemption can be
c1.aimed by a parent or parents who are members of the same household as the decedent.
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the family exemption is being c1.aimed, indicate the claimant's name, address and his/her relationship to the
decedent. Enter "family exemption" in the remarks column and the amount c1.aimed 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 c1.aimed.
6. Enter the amount of each debt being cl.aimed.
7. The form must be signed by the person who has assumed the responsibility for paying the debts.
INFORMATIQ!!,
To insure proper credit 10 your account, tho nnmc 01 tho uslato and filo numbor should bo clcnrly print-
ed on the check or money ordor.
This assessment is made in accordanco with Section 708 of tho InheritAnce and ESlfIlO Tax Act of
1961 (72 P.S, ! 2485,708),
To the extent that inheritance tax is paid within three (3) months altor the denth of tho decedent, a
discount of five (5) percent is allowed (72 P.S,! 2485.716),
Inheritance Tax, other than tax on a futuro interest. is dll8 at the date of Ihe docedent's death and becomes
delinquent at the expiration of nine (9) months afler the decedent's death (72 P.S. 9 2485-7111. Inheritance
Tax on a future interest is payable within three (3) months ofter the transfer takes effect in possossion and
enjoyment and is delinquent thereafter (72 P,S, S 2485-712). Calculate interest from the delinquent dato 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 '1 months .055
3 months .015 6 months .030 9 months ,045 12 months .060
1 days .00017 11 days .001 86 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
6 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 .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 alter receipt of this Notice as provided by Section
1001 of the Inheritance and Estate Tax Act of 1961 (72 P.S, ! 2485.' 001).
Make check or money order payable to:
"Register of Wills. Agent"
Mail to the address listed below: