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HomeMy WebLinkAbout80-00382 . '-1 . .:>< " .~ ~ gs ~ ~ tJ:l .0 ~ g .1':< III ~ , t:l '. . I N i ..' r>I '. .[::1 p:: " .~ S , , 0 '0 ,. IZt .CI.l '" ..... 0 .J ~ oS u:I " No. if-80 :~8~;. PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY rn the Estate of Fannie E. Pugh , deceased. Mary c. Lewis To ni()I<,al~ C. ,~,l'1eJeml81'1, Register of Wills for the County of Cumberland, in the Commonwealth ot Pennsylvania. XI&{ Petitioner(s) are the execuLorB____ named in the Lost Will and Testament of -Eannia...E~~.ugL_------ - dated lloyemb"r ?Q,.J.963 Decedent was a citizen of the United States and a resident of Township Southampton m~, Cumberland County, Commonwealth of Pennsylvania. Decedent died on Thursdav the Jith day of May A. D. 19 80 ,in the County of Cumberland State of Pennsylvania at the age of 83 years. Ill~ ~ her Decedent has not been married and has not had children born to xbItDlX since the execution of the above described Will. Decedent was possessed of personal property to the value of One Hundred Thousand ~O.OOO.OO) Dollars and of real estate to the value of none as near as can be ascertained; said real estate situated as follows Name and address of Petitioner(s) i:>...+ e. () F De,<..1-i.. <1 :r;, h... E. i:>..... h D..... :2.(. I 1'17oS, J apply Therefore, your petitioner(s) respectfully ~ for the probate of the said Last Will and Testament and for Letters Testamentary thereon. ?o/~~ M. Bricker Pugh R. D. 115 ShiPp~s?urghPA 17257 cLJf-<. 1- ~"eiJ Lois J. Foltz Route 111 Shippensburg, PA 17257 PaulineE.Baer//. /? '" /}A'U~ Route 112 ~~~~ C2 ~~~/~ Newville, PA 17241 COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND Dated May 30, 1980 M. Bricker Pugh, Lois J. Foltz and Pauline E. Baer named in above application, being duly sworn according to law say(sk that the statements set forth in this petition are true to the best of their knowledge and belief. and subscribed before W A J. /:; Ci=> fl M. BriCk~ ~ m~JJ7" Mo, ;,;, 19 80 Lo,n.;:,/l,"",]Jj ~~d c~k.;~. Register "e' " "" ~lJn,..n ~, B-Io Filed; ~/-fo-3~r June 5, Attorney: Joel R. Zu11inger [f3IJr- .7/ 1 West King Street ~ - 1 ' Shippensburg, PA 17257 HILL OF ['Mi:IlE Eo pUGll l<NCM ALL r,IW BY TIIESE p!mSE:ITS That [, Fannie E. Pup,h of Shll'pensburg, H. fl. Ill, PetlTlsylvonin, heing of sound mind, mc:nory and lllldcr~tonding, do mnt<e, publish llnd declare this as my last \<Jil1 llncl tcstnmcnt, hereby rcvnldnn and maldng null nnd void llny and nll \.,filtH nne! testament.s, or \1ritinz:; in the nnturc therca[ by r.le at nny time herefofore made. First. I direct that all my just debt,; and funeral expcnscs be fully paid and satisfied as soon as conveniently llIuy he after my decease. Second. All the rest, residue ond remainder Df my estate, renl and pcr~oual, I give, devise and bequeath to my husL.1nJ, JO~1:1 E. Pugh. Third. I nominntc, constitute nnd nppoint my 11Ut;lnmd, .John E. Pugh, executor of this my last "ill (}l1d testament, and dircet that he shall not be required to file bond for the perfot"mance of his dut ies as such. In the event that my husband, ,John E. Pugh predeceases me at' in the event that "e die simultaneously then In either of such events I do Hill as [ollO\,s: Foufth. A1 t the rest, residue and remU indcr of my estate, I give, devise and bequeath to my thrce,childrcn, 1-;. Bricker Punh, Pauline E. Boer nnd Loif-j J. Foltz, equally shure nnci share n1. ikc. Fifth. I nomiaa.tc., (~onstitutc nncl .'1ppoint r.1Y three children, !'l. Dric!(cr PUg:l, Pauline E" liner and Lois J. Foltz, C)~ecutor i1nd cxccutricics of this my last \vill and testamcnt ,,'th full pOl,er and authority to sell at either public or privatc sale any or all oE my real' estate and personal property and to make, execute and deliver to the purchaser or purchasers therCf..lf: good, la\vful and sufficient cIeed or deeds therefore, the same as I could do if living; and I direct that they shall not be required to file bond fat' the performance of their duties as such. l' IN ~IITNj':SS mlE~EOF, I have hereunto set my hand and seal this "-1 ~ day of "~ 1963. Signed, scaled, published her last \-1111 and tt.:'stomcnt in in the presence of each othcr, J;-~ Z; 19.--;J.k and declared by the testatrix above named as and for our presence, who in her p~escnce, at her request and have hereunto Bubscribcd our names as attesting \olitnesscS. -~ 1 ~~I .. (S EAL) ~.. 1(// r (1uctUJ<J' ?n, ,j;2__ n. ) ;/ ., ':'1 "/r;:'",:" ~, ~ <i. :J W '" l!l n. ~l Z ~ 1!I W ~ "-I ~~ H :J ':'~ W 0 m ..r, >- III w f.c, Z 0: f.<o W ~ w 0 l!l c m .1 ~ S ~ .~ 0 <( H ::t ;3: W u l!l ., jit. 0' ~ 1 " ;;,~ 'Ii"~' .~)d.g~ :/~i 1\11 . ,:'~:.:;.~ ";?Y'i "";':!:,t '\ff ;f~ - . OATH OF SUBSCRIBING WITNESS , COMMONWEALTH OF PENNSYLV ANlA I ss: COUN'l'Y OF CUMBERLAND \ This........................................................................ day of ......................................... ...................... A.D., 19........, before me Richard E. Anderson, Register for the Probate of Wills and, nting letters of Administration in and for said County of Cumberland, in the Commonwealth of p~sylvania, personally came .............. .............. .,. ...... ..... .......... .... ........ .......... ............ ........ .... ...... ........ '/:::.... ........... .......... .... ............... .,. ........ ............ the subscribing witnesses to the foregoing instrumeny6f writing purporting to be the last Will and ,/ Testament of .. ..... ................... .................. ...... ............ .f>............. ...................... Dated .................... ........ ............. // ""', late of....................................................................................:,...................... Cumberland County Pa., deceased ,/ " / " , ' who being duly..........................................: according to law, depose and say, that ........................................ . ' '. " ~ present, and saw and heard the testa................................, ............................................................................. sign, seal. publish, pronounce a~d declare the said instrument of writing 'as and for h................ Testament and Last Will. and at thet;me of so doing .................................................wa~sound and disposing mind , . / memory and understanding. to the best of ..............................................knowledge. 0 // ............................................... and subscribed before Richard E. Anderson. Register .................................................................................... .................................................................................. AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA t ss: COUNTY OF CUMBERLAND \ .........~:... ~:.~S~~~..~.'!.~~.\..~~~:':..!.:...~.'?~.~.~...~~~..~~~~~:!~..~.:...~.'!-.'7.~....... ........ ............ ................ ..........being duly ........~:-!.~.~~............................... says that as nearly as can be ascertained the said decedent X.'!-.~.~.~.'7..~:...~~llh ................. .......................... ................ ................ ...... ...... ..... ......................... .......... ...................... ...............died on .J'm);!!~?y............................... the ....J?!;l\...................day of ....t!?Y............................................ A.D.. 19~9.... at or about ....n.:.??............................. o'c1ock, ~.,.M. ..~.'1.9);P..........................................and subscribed this 9;, t! ~:?~ ..:.......~,~......:.......:....................................... Rn..l..u.di. .....';;JU, glster .41.....~..~......................... M. Bri~;r Pugh l/~" ~. ..ail)/] Lois J. Foltz .' ?!. (i .:::< fr'A' JA,,~ (J C f },;'-'I'/I__'' Pauline E. Baer ..~.Qhb....................................... day of ..JI.~y............... 19. ..IlIL. before OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA} COUNTY OF CUMBERLAND SS: Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland, personally come J!:...~.~.~.<;.l~.~.~..~!-!il!l.....~~~!'...~.:...~.<;,}.~.~.!..~!:~..~~~g?~...~.:...~.~~}; h b. d 1 sworn d d pos. 'nd'a that' s Executors w 0, elOg u Y ............................, 0 .......... e e ,\ s Y ,\ ................................................................ of the last Will and Testament of .....f.!\!\!\~.\'...~.:..!?.'!zh.........................................................................deceased J.!\\'.Y................. 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. ....!lwllF.n.............. and subscribed before me. ..May...3a,......................................... A. D., 19..8.0....... ii;~@~i~~~~,e~........................... ...@~~.~....................... :.~I:~~~r:9:...~~~.................................. f(;lA" /!.-~o (t). 13M/!/ Pauline E. Baer .e 0: <ll "' (I): tU c:n <ll <J ......r <ll 0 U. l"l: (I): 0 :Ill *j ..:.: N: ...i ,-" 0 IIlj N. ::>: 0 (I): p..: ~ C]) l"l: -l - G: I: r.i[ - ': ai ('j 0: - .~ ~\ (I): ~ OJ: ~ 1')\ CP: H: f:i .-4: ~l .~ Q N: 'tl .-4: 00 ~ ~\ <ll .." \0: . .... N: - 0 C"C .s <J *! ~ ~ <ll 11 ~ .." bll - "" f:i ~ .~ tU [;t; DECREE Be it remembered that on the ........~~~......... day of .................~~~.~......................, A. D.. 19 .~9...., there waB probated and recorded the last Will and Testament of ..I~~~.t~..];;.....~\-!E\!\............................................... late of ....:'iIlHkhl\\IlP.t:.I'.Q..:f.l'mmh;l,R................................., Cumberland County, Pennsylvania. Deceased. Letters .Illal:aWllnt;at:y............................... were granted to .JI,...~t.}.".I.WX..P.Hgh~..I.Ilj,~...:J.,..J.I'.+.t~..!!P.H..r.!!HHn\?.l,...Baer Witness my hand and official seal the day and year aforesaid. .........9.1:~~..~.. R: 11 E. .\ . RegiBter. . . . . . . OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA l ss: COUNTY OF CUMBERLAND \ This........................................................................ duy of ......................................... ...................... A.D.. 19........, before me Richard E. Anderson. Register for the Probate of Wills and g nting lettcrs of Administration in and for said County of Cumberland. in the Commonwealth of P nsylvania. personally came .............. ...................................................................................................... ........................................................................ the subscribing witnesses to the foregoing 'instrumen f writing purporting to be the last Will and Testament of .............................................................; .................................... Dated ......................................... / "'. late of ................................................................~,..................:~........................ Cumberland County Pa.. deceased /', who being duly .........................................::according to law, depose and say. that ........................................ ,,/ , , ' present. and saw and heard the testa................................. .............~....:........................................................... . . sign, seal. publish. pronoun~e!f~d declare the said instrument Ofwritin~lt~d for h................ Testament and Last Will. and at the'time of so doing .................................................was ol'El.ound and disposing mind ./~ " memory and unders(~nding. to the best of ..............................................knowledge. 0 ............................................... and subscribed before ................................................................. ............... Richard E. Anderson. Register .................................................................................... .................................................................................. AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA l ss: COUNTY OF CUMBERLAND \ .........!'!:...~!:~~~<;.~..!:.l!.~.~.~..~!'!~!':..~:...~.'?t~.~...~~~..~~!!~~?~..~.:. ..~.~.~.r;......................... .......... ........ ..........being duly ........~:f.'?r;~............................... says that as nearly as can be ascertained the said decedent I~.':I.':I.t.~..~.~..~!!llh ........... .... ............ ............................ .............. ............ ................ ............................ .... ........ .......... ............ .....died on ..Xhm:1!H!\y............................... the ....J?~.1;I...................day of ....~!\y............................................ A.D., 19~j:L.. at or about ....U.:.??............................. o'c1ock. ~.,.M. ..~~.9X~.........................................and subscribed this ..:...92(~~:..~.....4.~d........................ R.~I.". J .. .. _...~... ~;ter . . v ,. ~ .(/;:;..~..~......................... H. Bric~r Pugh ClfJ!- J ~ ~...ad lli Lois J. Foltz V' IJ' /1 .2 I' :../!.f/.,~,~() L- ')r;1-1'A.--r Pauline E. Baer ..~.Q~.1;I,...................................... day of ..JJ.~y............... 19. .mL. before """""~~,...."". ~ -~ !l~.mf~$~~1l ,(~;>~~;,(~~ii,tC" O''''M'''MONWEALTH OF PENNSVLVANIA:' ..' ~>~',t'~'t !;lj., ";I,'/ie ,. 'I ".," o ' ~'~~~~~~~t~t~&~~~~;I~;~~"p~%~:~~~~~~:~~~~E~~~NCE ~N~ ~STA;E TAX ";-" t~I::W{s!i",.g'~'!J;',~~\:{>;:~"!'(' '~;'i; '1";,1 ~ ' . ' _1___ '_. _.. .' I ,") r , RECEIVED...::::---------FUTY-SIX HUIlDRBD I'IrTY~IGRT " B8/100---------------(l~lars II M. Bricker PU9h. Loil J. Folta and representing Pennsylvania Inheritance or a From, 'au11ne I. B&1r Estate lox due from the following oslato, n;~ 0 0 Joo1 zu111R9er. B8.. ~. dross 1 W. KiM stroet 2'1, lox on $ $_. ij' : Shlppenlbu1'9. 'a. 17257 6% Tax on $ $ Filo No. 21-BO-382-Date of Dooth 5-15-1980 15%10xon $ $ Dote of Payment AU9Ult 14. 1980 $ '7tl Tax on S Estoto Tax. Act 01 May 7. 1927 $ Nomo 01 Docedont rlUlllIB I. PUGH County CWlbor1and $ 5.956.72 101AllAX CREDll less five percenlum of tox if paid wllhin three months after dote of death Plus interest at the role 01 _9'0 from to Remarks: 297.84 $ "'AID OM ACCOUM'l'" $ lJOO~[?[L~@&lJ~ SEA L 5.658.88 lOTAl AMOUNT PAID $ NOTE: This Triplicate Receipt to be retained for audh purpose.. Received by NOTE: In accepting Ihe transfer Inheritance lax an fulure ellale5, prior to Ihe death ollhe life lenanl or lenant.for years, 05 evidenced by this receipt, II II undentoad that the Commonwealth sholl t. nol be precluded or prevented from hereafter Queuing oddUlonollnherl1ance tax a! the death of Ihe life lenanl or lenon! lor yean whenever II appears that such addlUonallox may be legally due and callecl1ble for any reason whalsoever, --------.-------------------------------'-.-- , " j -' 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 shall prepare and file a return: a. The personal representative of the estate of the decedent as to properly of the decedent administered by him and such additional property which is or may be subject to Inherit<lllCe Tax of which he/she shilll tiave or acquire knowledge; b. The transferee of property upon the transfer of which Inheritance T"x is or I1WY he imposed by the 1961 Slatute, including a trustee of property Iransferred in trust, provided [h"t no sepamle return need be made by the transferee of property included in the return of a personal represent"tive. .' 2. PLACE FOR FILING The return is to be filed in duplicate with the Register of Witls of the counly wherein the decedent resided. 3. TIME FOR FILING The return is due nine montl1s afler the decedent's death, unless an extension io! filing has been applied for and granted by Ihe Secretary of Revenue within l!1e nine-monlh period. 4. FAILURE TO FILE RETURN Section 791 of the 1961' Statute provides that" . . .any person who willfully f"ils 10 file a return or other report required of him. . .shall be personally liable. . .to a penalty of 25% of the tax ultimately found to be due or $1,000 whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by 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, grandchildren, grandparent, son-in-law and daughter-in-law and at the rate of 15% as to all others. 6. PAYMENT OF TAX The tax assessed on the transfer of property reported in l!1e return is due 9 months after the decedent's death. Interest at the rate of 6% per annum accrues thereafter until payment is made. All payments received 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 Wills of the county wherein the decedent resided and are received subject 10 the final determination of the Deparlment of Revenue. 7. FAILURE TO PAY The taxes imposed, together wilh any interest thereon, are a lien upon leal property, which lien remains in effect until the taxes and interest have been paid in full. The taxes may be sued for "gainst any real property in the decedent's, estate or against any property belonging to a transferee liable for the tax. 8. FILING OF F,l\LSE RETURN Any person who willfully makes a false return or report required of him shall, ill accordance with Section 793 of the 1961 Statute, be guilty of 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 baUl. REV-4'O EX+ (3.80) COMMONWEALTH OF P~NNSYLVANIA OEPARTMENT OF REVENU E TRANSFER INHERITAN:E TAX RESIOENT DECEDENT SCHEDULE "A" REAL PROPERTY * (Instructions on Reverse Side) ESTATE OF --F.iIDIlie..J~.J!llgh ITEM NO. DESCRIPTION ESTIMA TED MARKET VALUE DEPARTMENT V ALUA nON (OFFICIAL USE ONLY NONE TOTAL THIS PAGE NONE N tn'LU AI~ . REV.451 EX-t- (3.aO) COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY '* (Instructions all Reverse Side! Estate of l4'::Tonn;p., F. 'Pllqh ESTIMATED DEPARTMENT ITEM DESCRIPTION UNIT MARKET VALUATION NO. VALUE VALUE (OFFICIAL USE ONL Y! 13. U.S. Government series E. Bonds - $25.00 Q320 415 178E - December 1942 79.7 Q144 169 329E - January 1943 79.7 Q160 060 544E - February 1943 79.7E . TOTAL THIS PAGE $35.697.5 J5j te'l1. 57 ~ QUESTIONS CONCERNING PROPERTV 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 "Ves" or "No".) No . 2. Did decedent, wilhin two years of death, transfer property Irom himself/ herself to himself/herself and another party or parties (including a spouse) in joint ownership? (Answer "Ves" or "No".) ~ 3. If the answer to one or two above is "Ves" and the transfers are claimed to be nontaxable, provide the following Information: a. Age of decedent at time of transfer. b. Copy of death certi fi cate. c. Affidavit by the attending physician indicating the state of decedent's health at time of transfer. d. All other information supporting nontaxability of transfer. 4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to lake effect in possession or enjoyment at or after hiS/her death? (Answer "Ves" or "No".) NO a. Was there any possibility that the property transferred might return to transferor or his/her estate or be subject to his/her power of disposition? (Answer "Ves" or "No".) b. What was the tran~feree's age at time of decedent's death? 5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her death: '. a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Ves" or "No".)~ b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Ves" or "No".) No 6. If the answer to five b. above is "Ves," state whether the right was reserved in decedent alone or others. 7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit or care of transferor? (Answer "Ves" or "No".) NO 8. Did decedent, at any time, transfer property, the booeficial enjoyment of which was subject to change, because of a reserved powerto alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Ves" or "No".) No 9. If the answer to eight above is "Ves," was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Ves" or "No".) ~EV.45' U.801 . COMMONWEALTH OF PENNSVLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEOENT SCHEDULE "0" BENEFICIARIES *' (Instructions on Rfl'lerstJ Side) Estate of Fannie E. Puqh BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVEO DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH . Bricker Puqh Son 1/3 Residue M. yeS p.. D. is Shippensburq, PA Lois J. Foltz Dauqhter yes 1/3 Residue - Route 1 ~... 1>. - _.., ,_~ ~ n_~~ ~M , J~ nM ;rt.." nM"~ 0 NeW1J'il1e, PA - . -- I--- - . -- --- . - - i 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 party or parties as joint tenants with right of survivorship. Both tangible and intangible property are to be included. List real estate first. 1. Describe all real property as indicated in the instructions 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 value of the jointly owned property. ::to Indicate the percentage of the decedent's interest. 4. Indicate the market value of the decedent's interest. t: '" tl n (; t"'1 ;.. :;; Z ;.. 0 0 Vl " - ~ (") c:: tl ;;! Z :::: Z r" trl trl ~ Z ;:0 0 '9 C'"' - Z Z m --l trl --l Z I 9 9 --l -< Vl trl - Vl Z 0 Vl 0 --l 9 'rl I~ 'rl ;:tI ~ I ' ~ 0 'Tl rn Ii - 'Tl :T 6 0 - ",. z n ~ ~ - ;.. r" ,:> c:: :[11 ~t'l ~ Vl I trl lQ r 0 t z ~ P" -< -< ~ t; trl trl ;.. ;.. r ;:tI ;:0 I I .~, ) "1-1 ':.., .~ \,,~ " "'-. ...... ..> ,', ... ..'4 ,-\ ~ ...~ ~ ~ ~ ,,; ~. ~ ~ '." ~ ... :' ,- "- , ~ ~ ~ (,." \\~ <. >.1 h\ \', 0:: lol 1. ", U'l \.) \i.l ". ......." ;l '\. ., ...:i .; .( .' " 0( tr:: , ., "- ... ~ , ...~ ..........:~ u z " ~\::.. ....... ~ ... 0 ~~ ~ ~'- Jo, ... \,\ ....~';\ Jo, " ~ '\ \: ~ 0 f', 0 ~ I Jo, '. Jo, (-< -... 0 U'l 0 Z 0 U'l "i lol U'l >- (-< 0 ... l:! (-< lol Z ~ (-< z ::J 0 0 f:S z ~ ~ lol Z Z c:l ;l u " Z ~ ~ U'l ~ 8 0 ~ ... ;:.l c:l ...:i , <'\, \\l ....': '" '...~ .........; ,'< >.:. '. \>, "', ~~ .,. ..,~ -' E ..J ,~. \ ., ~ ~ "- :' . " .... - " ~ ~ ~ \""\ \\ <:' '>.1 >- h~ ", " r.>l 'j. ...:.. ~ \~ il.1 "'.., .....V, ',- ...l " .' ~ ':: "" , " " " ~.I'"""",:;; ". U Z .. ,'"' ~ .... 0 ~~ \~ -... \ ro- ", '.~ ro- .. " ~ 0 ~ \ '\ ~ I r:.. r0- d '... r0- o Z l;; 0 tIl d .. ~ ~ tIl >< f-< d z E ~ f-< r.>l Z Z ...l d ~ d ~ l<: r.>l ~ ...l Z Z Cl u ~ z ~ ~ tIl ~ 8 0 - r.>l Cl ....l . GENERAL INHERITANCE TAX INFORMATION . Unsatisfied liabilities Incurred by the decedent prior to his/her death are deductible against his/her taxable estate. In addition to debts Incurred by 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 estate's liability for the debts being claimed should be attached to this schedt,le. A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled In Pennsylvania. If there is no spouse, or If the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption. 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. The family exemption is allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws. c '" " (") :>> m ~ ~ :>> 0 0 " Vl Z Cl (") c: " ..., z 3: z b tT1 m ;;0:: z ;>:l :>> 0 - 9 z Z tT1 ..., m ..., Z 9 9 ..., -< Vl tT1 - Z 0 Vl 0 ;!l 9 'Tl 'Tl ;>:l ~ ~ 0 n '" ~ - 'Tl I ::r 0 'Tl - ,... Cl Z (") '0 - '0 :>> (I) t'" ::s Ul .... c: 0- <Il ~ m "1 ~ . :g -< -< ~ trl tT1 ~ .... .... :>> :>> '" ;>:l ;>:l OJ .... 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. COMMONWEALTH OF PENNSYLVANIA I, COUNTY OF CUMBERLAND J 5S: .--'i....Bl:ick.!!l:..l'.ugh,...LOis. J.,.E91tz...and.l'aulin!!.E., Bae.r_,__._..______....._.......__ being duly __~.w..Q.~IL_,__ according to law, deposes and says that theY __a~Lth.~-___ E..l\!!9_U.t.Q~_s_....____.__,_ ___ of the Estate of Fanni!! E--J<llgh late of Jouthampton:Township __,__..__, Cumberland County, Po., deceased and that the within is on inventory made by __... Jpg;J.Jl.....Zullins.E1l:...-_, .___' _......._, the said Attprn!lY of the entire estate of said decedent, consi.ting of all the personal proparty and real estate, except real eshte eulsic/e the Commonwealth of Pennsylvania, and that the ligures opposite each item ~Of the In~tory represent it's fair value as of the date of decedent's death. ~ 1:3.A.L_( __ ' M. BriCKer ugn sworn and subscribed before me, ._,~ ~ Q ,~t1.4 rl. , ;:") L01.S J. F~xecutor . Administrator U~','K~':' r ;;l ~ 19 AD ~_2~ b.Q~~..u"~ , , ~;; /}-.108 .. ~C '/If/A./' pa J.neE-;-Baer .- Mv C~mmlssion Expil'C'!J May 25, 1981 . ShlpptnlbufQ, Pa.' Cumbc~i:md Counly Addr." Date of Death 15th D.y -_.~ Month 1980 Yur INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additionala"ets. 3. Additional sheets may be attached as to personalty or realty' 4. See Article IV, Fiduciaries Act of 1949. ~ ~ -ci :.- I- w ~ ~ r ~ '" !;( ~ ~ w ~ ll. I- ~ u 0 0 III ~ ~ w w C '" J: '" .. l- I- ll. ...J U. ~ ll. I Z U. ...J <( 0 { ll. "'- . W 0 <( W Ml ,;. > '" Z ~ ~ I Z 0 c c = r III Z ~ 0 0 '" U Z w <( ... ll. [<,1 ." c 01.1 ! ~ In - " ..... " 0 ~ " ~. ..a .... ~ ......<: ~ E ~ ..!! 0 ~ . 0 ...J U ii: '" Inventory of Iho reol and personal estale of FANNIE E, PUGH______________decoaud. - .------ '-'---~---_..- ---.------------- - REAI/rY I NONE PERSOOAIlrY I 1. Checking Account #10-1826, Oxxstown Bank, in the name of Fannie E. pugh. 380 03 2. Savings Account #2885, Oxxstown Bank, in the name of Fannie E. pugh. pxincipal at date of death _ $12,792.29. Accxued intexest at date of death $106.80 12,899 09 3. Agway, Inc., 20 yeax 6% Suboxdinated oebentute #C31558, dated oecembex 31, 1965, sold to Agway, Inc. 75. 00 4. Agway, Inc., $25.00 pax value common stock #A87004, dated Decembex 31, 1965 sold to Agway, Inc. I 25 00 5. Moxtgage fxom Robext H. Shively and Judy K. Shively, his wife to John E. pugh and Fannie E. pugh on xeal estate sitllate in southampton Township, Cwnberland county, PA, dated April 25, 1974 and recoxded in Cumberland .I County Moxtgage Book 576, Page 941. pxincipal in the amount of $20,000.00 I with intexest at 5% pex annum on the unpaid balance, payable monthly. 1 pxincipal amount - $20,000.00. Intexest to date of death - $41.67. , 6. Refund, woxld Life and Health Insutance Company, uneaxned pxemium on I , policy #9032838 and #9032840 7. Refund, pxesbyterian Homes Inc. 8. Refund, 1979 pxopexty Tax Rebate, commonwealth of pennsylvania 9. Refund, Belvadere Medical coxpoxation 10. orxstown Bank stock certificate NO. 189 - 10 shares at $100 pex share 11. orxstown Bank stock cextificate NO. 530 - 1 share at $100 pex share 12. orrstown Bank stock certificate NO. 817 - 1 share at $100 pex shaxe 13. U.S Govexnment sexies E. Bonds - $25.00' Q320 415 178E - oecembex, 1942 Q144 169 329E - Januaxy 1943 Q160 060 544E - Februaxy 1943 20 ,041 67 23 98 612 46 169 46 31 60 1,000 00 100 00 100 00 79. .76 79 76 79 76 $35,697 57 TCYrAL PERSONAIlrY INFORMATION To Insure proper credit to your account, tho nOl11o 01 tho (Isltltu ard hle number should bo dUollly print. ed on the check or money ordor, This assessment Is made in uccordanco with Soction 708 of the inheritnnce and Estate Tax Act of 1961 (72 P.S. ~ 2485.708). To (he extent thaI inheritance lax is paid wirhjn thrOB (3) months after the death of the decedent, a discount of five (5) percent is allowed 172 P.S. ~ 2485.716), 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 after the decedent's death (72 P.S. S 2485-711). Inheritance Tax on a future interest is payable within three (31 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 date shown on the face of this form to the date of actual payment using the following interest table: --------------------- ------ ---- --- ---- --------- - - --- - --- ---------- -- -- - -- -- 1 month .005 4 months .020 7 months .035 10 months .050 2 months .010 5 months .025 8 months .040 11 months .055 3 months .015 6 months .030 9 months .045 12 months .060 1 days .00017 11 days ,00186 21 days .00352 2 deys .00034 12 days .00203 22 days .00369 3 days .00051 13 days ,00220 23 days .00385 4 deys .00068 14 days .00237 24 days .00403 5 days .00085 15 days .00250 25 days ,00420 6 days .00101 16 days .00267 26 days .00437 7 days .00118 17 days .00284 27 days .00454 8 deys .00135 1 8 days .00301 28 days .00471 9 deys .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 (GO) days afler receipt of this NOlice as provided by Section 1001 of the Inheritence end Estate Tax Act of 1951 (72 P.S, 5 2485-' 001), Make check or money order payable to: "Register of Wills. Agent" Mail to the address listed below: