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Home My WebLink About80-00418 ., g .~ . Ii , ,. ,. I ,I I r m ~ . -< I 1 , .., .ll2 -. 0 \ .,' taJ 0 ... ~ Z J! .:i No, 21-80 :418 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate af John -C..-Reath , deceased. MARY C. LEWIS Ta nisAarel e, .t'.Rr;;tQ~iQP, Register of Wills for the County af Cumberland, in the Commonwealth of Pennsylvania, IS Petitioner(s) 'lJfl'e the execut...2!---- named in the L.ast Will and Testament of John C. Reath _____ doted March 9. 1979 Decedent was a citizen of the United States and a resident of ~ljJ Shippensburg Borough, Cumberland County, Commonwealth of Pennsylvania. Decedent died on Sunday the 27th day of--Ap.d' A. D, 19~, in the County of State of at the age of years. ~ lxas lxiix Decedent has not been married and has not had children born to him since the execution of the above described Will. Deced~ was possessed of persanal property to the value of J ~ J (JOe) and of real estate to the value of , ~ as near as can be ascertained; said real estate situated as follows ~~v Therefore, your petitioner(s) respectfully applies for the probate of the said Last Will and Testament and for Letters Testaz' ntary thereon, Dated June 19, 1980 Led--.kb- ---;:r~ "<,,vI" ;<iSSI+ T;-u-sfoff;<-U/" Name and address The Peoples National Bank of Shippensburg of Petitioner(s) East King Street Shippensburg, Pennsylvania 17257 COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND Alan B. Rhinehart, Assistant Trust Officer, The Peoples National Bank of Shippensburg named in above application, being duly sworn according to low say(s) that the statements set forth in this petition are true to the best of his knowledge and belie~ subscribed before '/c/~ ,E.r;;?~--d--/ Sworn to and me, _~ne 19 1980 I/)~ a. I~:;J_ . 6 [, A R, Register Ie 0(0 June 1980 := ~t-t l = ~ ~ a ~ <l ~ (!)! p ~ ~ _ . z ~ ~ ~ t.4 ill "w Cl gj ~ ~ ~ a. m' ~ ( . 15 , o m z ~ e u z ~ q ~ 4: z ~ m ~ Z t~(0 ~ 0 W W ~ .., 0: ~ Q.. 4: 4: ~ ~ ::E ~ ffi ... '.. ;i... . . - ....... . . LAST WILL AND 'l'ES'I'MIENT 1, JOHN C, REATH, of 54 Richard Avenue, Shll'pensburg, Cumberland County, Pennsylvania, being of souad mind, memory and dispositloa, do hereby make, publIsh and declare thIs my Last 1;(11 and Testament, hereby revoking and making void all wills by me at any time heretofore made, FIJE. 1 order and dIrect the payment of all my just debts and funeral expenses as soon as may be convenient after my decease. ~OND. 1 gIve, devise and bequeath all my estate, real, personal and mixed, whatsoever and wheresoever situate, to my beloved wife, FLOSSIE C. REATH, absolutely. TI!!BQ. In the event that my said wife predeceases me or we die as the result of a common disaster, 1 then gIve, devIse and bequeath my said estate to my children, BONNIE FAY CARBAUGH, CONNIE MARIE BERT, WANDA LEE GALLO and PATRICIA ANN ALLEMAN, In equal shares, absolutely. ~H, In the event that any of my chIldren have predeceased me at the time of distribution to them, 1 then direct that said deceased child's share shall be dIstributed to hIs or her issue, per stirpes, ~, In the event that any beneficiary of this my Last Will and Testament \ Is under the age of eighteen (18) years, 1 then gIve and bequeath said bene- ficiary's share to THE PEOPLES NATIONAL BANK OF SHIPPENSBURG, Shippensburg, Pennsylvania, AS GUARDIAN, NEVERTHELESS, to invest and re-invest the same until the said benefIciary reaches the age of eighteen (18) years, with the following powers in addition to those presently gIven by law: A, The power to expend the Income towards the health, support and maIntenance, and education, including a college, trade, business or technical school educatIon, of the saId beneficiary; I, II 'I I I B, The power to expend the principal, within the discretIon of the saId Guardian, if the Income Is insuffIcIent, towards the health, support and maIntenance, and educatIon, includIng a college, trade, business or technical school education, of the said beneficiary; ~"RK AND WEioLE Attorney' It Law Shlpptln,burt. PI, a../:L- e Jr.'tJh.'1t # - OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENN5YLVANIA~ 55: 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 ~.~!!..~.,...~?:P..~.I!.~.,J,...~.~.~~!;!!nt..J);H!!.~...QtU.~.~F....Jh~..?~!?.PJ~!!....... National Bank of Shippensburg who. being duly .......IlW9.r.U............. do .es....... depose and say that as .." .......J?~~~H.t;:!?.!:............................................ of the last Will and Testament of .."....................~~~.r:...~:...~~.~.t.~.................................................................. deceased .........................1.1~............. will well and truly administer the goods and chattels, rights and credits of said deceased according to law, And also will diligently comply with the provisions of the law relating to Transfer Inheritances, .~~~!::!...~?.............. and subscribed ..........,..................................................... June 19, 80 A. D., 19......... ........it..4=.&...2k~LjL.... before me, R~?!!t'f....e..:..4~....................... ...............................................,............................................ ..cJ 01 " CD: ~ 0\ .... 1:: " 0 IJ.. 0 ....i CD' :r:i *\ E-t' CD .J ~\ ... IZJ .-4 0 all ., 0 ,-l I .J I:Q .-lj 'di 0 ., - .! 0)' CD - OJ ~ oi 1:, I ~ m\ tli pi .-4 OJ 0 N .S 00 gi .", o! " . 0 .", CD' - ~ N Z 0 ....' u *i ~ ~ .", OJ ~ " .", ~ ~ ~ ~ c: ii: ~ " Po. DECREE Be it remembered that on the .......~~~~......... day of ......................~~~~.........................., A, D., 19......... there was probated and recorded the last Will and Testament of .......~~:h.~..~.~...~~.~~~..................................................., late of ............!?J~,;P.P~~~p.~.;q................................................., Cumberland County, Pennsylvania, Deceased. Letters ..........................~.~!~.~~.~~.~E.)(......... were granted to .........~~...~.~~~.~~.~...~.~~.~~~.~.~..~~.~..~f....~:h.~~C~- Witness my hand and official seal the day and year aforesaid. &- h) /1 ~ . / ......../I.(.((.,/..r.!......~~~.....R~~;;;~~:..... . . , PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inherit~nce ~nd Estate T~x Act of 1961 provides th~t the following persons shall prepare and file a return: a. The personal representative of the estate of the decedent as to property of the decedent administered by him and such additional property which isor may be subject to Inheritance Tax of which he/she shall have or acquire knowledge; b, The transferee of property upon the twnsfer of which Inheritance TilX is or may he imposed by the 1961 Statute, including a trustee of property tmnsferred in trllst, provided th~t no sepmate return need be made by the transferee of property included in the return of ~ personal representative. -. 2. PLACE FOR FILING The return is to be filed in duplicate w:th 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 fil ing has been 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 him, . ,shall be personally liable,. ,to a penalty of 25% of the tax ultimately fOllnd 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 r~te 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. 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 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 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 liable for the tax. 8. FILING OF FALSE RETURN Any person who willfully mak.es 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 thereof, shall be sentenced to pay a fine not exceeding $1,000 or undergo imprisonment not exceeding one year or both, QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any t[Rnsfer 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 himself/ herself to himself/herseif and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) JlL- 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 heaith 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 take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No".) Nn 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 "Yes" or "No".) No b. What was the transferee'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 "Yes" or "No" ,) .Jio.- 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 light 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 "Yes" or "No" ,) No 8, Did decedent, at any time, transfer property, the broeficial 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".) No i I \ I I I \ I , i \ HEV.453 (1.80) 'COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INH~RITANCE TAX RESID~NT DECEDENT SCHEDULE "0" BENEFICIARIES '*' (Instructions 011 Reverse Side) Estate of John C, Reath BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH Flossie C. Reath IJi fp 7-18-27 54 Richard Avenue - Shinnensburg, Pa. 17257 - -.- -,----- . . . The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH REV0454 E?<+ (3.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 'TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTL Y OWNED PROPERTY * (tnstructions on Reverse Side) Estate of John C, Reath TOTAL PE VALUE OF DEPARTMENT ITEM DESCRIPTION I MARKET \ DECEDENT'S VALUATION NO, VALUE INTEREST (Official Use Only) . NONE - TOTAL THIS PAGE .1_. , .<'Jgt0 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, 80th 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 "8", 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. 3. Indicate the percentage of the decedent's interest. 4, Indicate the market value of the decedent's interest. t: ;': I:) () 6 m )- :E z 0 0 Vl 0 - Cl () c:: I:) ;;! Z s: Z 1'"' m m '" Z ~ 0 1'"' ;<I - Z Z m ..., m ..., Z P ..., ><: m - p Vl Vl :::. Z 0 Vl 0 .~ ., ." t:., If.' .. 0 ." ;<I ~ '".,;;.\"" , ~ 0 1.1.1 '" '-' -. 0- r'-, 'Tj i, ;"c - 'Tj ._, 0 - L,.'. .':;c~ Z C"'l 'i):' - . .. -,~ - CJ:~ : N ~~ )- WI:: >- I:'" 0'" O::V~ "" 1...J1.l...l c:: :0:: '", 0"- CIl ,-,'" :-t:::c t:l LULU ""::0 ",ex: - ~u 0 \lO '-' Z I I:'" -< -< -< ~ m m )- )- ;<I :>;l I I I, the undersigned duly appointed Inheritance To. Appraiser in and lar the Caunty al Cumberland Pennsylvania, do re.pectfully repart that I have appraised the real and pe..anal property as reparted In the laregoing return at the value. .et farth appo.ite eoch item In the last calumn to the right In Schedule. "A", "B", "C", and "E" fir ., tf' J1 d ) ___ !{}.IiIIJ J" I (l nH INHERITANCE TAX APPRAISER I ADJUSTMENTS VALUE AS APPRAISED CODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE S none 00+ 92+ 10+ none 20+ none 30+ 23,175 00 40- 93- COMPUTATION OF TAX $ $ $ $- $ ~ REV.,'\II4 EX+ (&-50) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) 21-80-0418 File Number Eslate Nome John C. Reath I i I I I I i I I i ! Dale of Death April 27, 1980 Social Security Number 196-14-4847 REPORT OF INHERITANCE TAX APPRAISER Dat.d: June 10. 1981 " IHVEtlTORY Real Property (Schedule A) Personal Property (Schedule B) JolntaHelel Property (Schedule E) Tronsf.r. (Schedule C) TOTAL GROSS ASSETS Le.. D.btJ and Deductions (SCHEDULE f) CLEAR VALUE OF ESTATE o Life E.tate o Annuity Rill FACTOR PRINCIPLE FOR USE OF REGISTER ONLY Tax on $ Tax on $ CODE 6% \5% T ax on $ Tax on $ T ox on S Exemptions T otol Estate TOTAL TAX INTEREST FROM BALANCE TO $ $ S Leu Credits DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST S + $ 5 = + = BALANCE S . INTEREST FROM i.O ___ S TAX CREDIT $ lTI Original o Supplemental o Remainder VALUE CODE REv."e1 EX+ (1..eol COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF 11EVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT G]ORIGINAL o SUPPLEMENT AL Estate of _,JJ?.hn C. Rea t h File No. __ 21-!l0-0418 Coun ly ___lCl,II]lp_er+;!nd Date of Death April.J;L. 1980 In the f:Ivont that any futuro interost In this estato Is transferrod In pc.oss05sion or enjoyment to collateral heirs of the decodent after the explratloll of any ostate for Ilfa or for years, thl.! Commonwoalth hereby e)t'prClSsly reserves the right to appraise and assess tronsfer Inheritance taxes at the lawful collaterol rote on any such future Interest. PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH ASSET SUMMARY DEPARTMENT'S APPRAISED VALUE None Unreported $ Unreported $ Unreported $ Unreported $ $ None $ 23,175.00 $ None $ None $ 23,175.00 1, Total Real Property - SCH. "A". . . . " $ 2, Total P.rsonal Property - SCH, "B", . , . $ 3, Total Jointly Owned Property - SCH, "E" $ 4, Total Translers - SCH, "C". , .'. . , " $ None 23.175.00 None DUFE ESTATE DANNUITY TOT AL GROSS ASSETS DREMAINDER TOTAL VALUE $ I do hereby certify thot the above appraisement is made in conformity with Pennsylvanio law and has been filed this day with the Register of Wills. If ,. j I .t1"'/" J"I/!.t1J.,1 " I APPRAISI:':R June 10. 1981 DATE i I I ~ ~ Ol I ~ ~ ::l <:: \ @ Po< ~ ~ ~ .c ~ . ., ,OIl ~ \ '" ... Ol 'tl ::> 'tl III ~ ~ .0 ~ ... ~ " '" \ ,..l . .c @ .... u u ... <( ..... P- Ol ... ~ ~ ~ "iJ u z \ ... 0 0 ... .c ::> .... <Xl \I. ... ..., II'l <Il U .... .... N \I. ~ \ 0 \I. ci ~ ~ \I. ... 0 III 0 Z ci III <r. :>< ... ci \ ... ~ ~ f-o ~ Z :z ci z ~ ~ z ~ ,..l i ci ~ I.:i ,..l Z Z 0 ~ u ~ :z ... ~ <r. ~ 8 0 ... ~ w 0 '" ,..l \ \ \ , I \ I Invenlory of Ihe reo I ond personol eslole of John C, Reath 1979 Dodge Champion 25' motor home- appraised value 1979 Oldsmobile Cutlass Supreme, 2-door, AIC, AM/FM Radio- Appraised value .1971 Tee Nee Boat Trai1er- Sales proceeds dece. sed. 1971 Larson 16' tri-hu11 boat and 100 HP Johnson Motor- Sales proceeds Pennsylvania Blue Shie1d- Payment received TOTAL I $16,675 00 5,450 00 100 00 900 00 50 00 $23,175 00 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I. J 55: ._.uroLB'_nRhin~ha.n..__/l."sis.tanLTJ::.u" .t. .0 f f icc.r., ..Thc-I'C9pl.es..llqJ;:!.9ll!!), J~allk.. o.t. S.hipl'en.s.b.J1rg_- being duly _swoxn ._._ according to law. deposes and says that he _is ehp Exec.utCll:-_____ .____._.._.__.._.___ of the Esta!e of John C. Reath late of Rnrnngh nf ~hi pppnqhnrg-' Cumberland County, Pa" deceased and that the within is an inventory made by ...._.....1>i.111 .. ....__.__.... .__ -- -.--.. the said Executor of the entire estate of said decedent, consisting of all the personal prop.rty and real estate, except re.1 estate outside the Commonwealth of Pennsylvania, and that the figures oppo,ite each item of the Inventory represent it's fair value as of the date of decedent's death, &M-vrv 1; z:lw...(3f1' /7 i /77'7 ~5- Z!YJ;y;'/u'd~J , Shirley A, "burger, Notary Public Shippensburg. rA Cumberland Count1 MV Comminion Expires Oetembw 27. 1981 19 !r'/ \ flue. /3 _ 'PI.~.;A.<-/~j/ Alan B. Rhinefim'llor - Adminhl..lor Assistant T~ust Officer The..E.eoples._NationR1 BanILoL.Shippensbu~ East King Street Shippensburg, Pa. 17257 and subscribed before me, Addrlu Date of Death _._...1:2-.. Ooy 4 Month 1980 Year INSTRUCTIONS I, An inventory must be filed within three months after appointment of personal repre.entative. 2, A supplement inventory must be filed within thirty days of discovery of additional a..ets. 3, Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. I. ,. c. '-!~ ..;."., l.l.t~ {"~ (oJ':'- (.' c' CL '''l~ 1.1- . W It.. ~ ;;.~;~ c,.:, - -..:,: 0"'- N :;:';1: w~:"'; >.. ~-' 0' (<':0:: <>='" cr c..'l.j o- r , ., ut;3 >::..- c:- ~o: w::> -'U U >- .,; m ... w ~ ~ '" ... m w ~ m 0.. u 0 0 III m w '" w c l- J: 0.. u.. ~ Z ... -' u. -' <( 0 0.. W 0 <( w ,;. 1\ > z '" + Z 0 CI c ~ 0 Ii III z 0 '" U Z w <( 0.. ." c m - ;: 0 m .J> Ol E + m ~ -' U m ClI m 0.. >- m c ~ o ~ ... ." ..!! u: -" o o CD - .,....:...;;....".;;......- I ..-.... -- ~___"111!!1:11..: __....->L ~- ,. .....-= _lIi "-jREV'1UI2E)(jl~ . ~' . Id~J,~~M"!:\,~\n/i~.'':'''':'C'', " COMMONWEALTH OF PENNSYLVANIA ' 1, 4 :No"ft"it\295'39:, ' DEPARTMENT OF REVENUE ' ,fJ:11" ",:~', . , " : "OFFICIAL RECEIPT '. PENNSYLVANIA INHERITANCE AND ESTATE TAX 1[ IF .'" " ; II a ~ RECEIVED 'eopl.. .ational Bank ,f .~, FROM , 'ADDRESS '.0. BOX , I - TAX AT 6% TAX AT 15% TAXAT_% ESTATETAX Shippenab\1Z9, 'a. 17257 '--~f~~Tg~-~~;~ATibN:iP;ii-2i,- 1980--------- 21-80-418 TOTAL TAX CREDIT 984.60 FILE NUMBER DATE OF PAYMENT tla, 21, 1981 JOHH C. IlBATH c"&'lan4 m m LESS DISCOUNT PLUS % INTEREST. (FROM To_I NAME OF DECEDENT COUNTY 984.60 ------------ ------------- --- TOTAL AMOUNT PAID POSTMARK D"J"-, .. .iEMARKS .lID"OI ACCOUIIT SEAL RECEIVED BY i' {; ..r ,I // /IJ: c: . .. /)lhU.!....v' . ""IG~ M .... . ' 1/ Regilte&' of Willi t REGISTER OF WILLS ....-,.~. .. . LAST WILL AND TESTAMENT I, JOHN C. REATH, of 54 Richard Avenue, Shippensburg, Cumberland County, Pennsylvania, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all wills by me at any time heretofore made. TIRST, I order and direct the payment of all my just debts and funeral expenses as soon as may be convenient after my decease. SECOND, I give, devise and bequeath all my estate, real, personal and mixed, whatsoever and wheresoevnr situate, to my beloved wife, FLOSSIE C. REATH, absolutely, THIRD. In the event that my said wife predeceases me or we die as the result. II of a common disaster, I then give, devise and bequeath my said estate to my children, BONNIE FAY CARBAUGH, CONNIE MARIE BERT, WANDA LEE GALLO and PATRICIA ANN ALLEMAN, in equal shares, absolutely, FOURTH. In the event that any of my children have predeceased me at the time of distribution to them,. I then direct that said deceased child's share shall be distributed to his or her issue, per stirpes. ~. In the event that any beneficiary of this my Last Will and Testament is under the age of eight,'en (18) years, I then give and bequeath said bene- ficiary's share to THE PEOPLES NATIONAL BANK OF SHIPPENSBURG, Shippensburg, Pennsylvania, AS GUARDIAN, NEVERTHELESS, to invest and re-invest the same until the said beneficiary reaches the age of eighteen (18) years, with the following powers in addition to those presently given by law: \ II h \ A. The power to expend the income towards the health, support and maintenance, and education, including a college, trade, business or technical school education, of the said beneficiary; B, The power to expend the principal, within the discretion of the said GuardIan, if the income is insufficient, towards the health, support and maintenance, and education, including a college, trade, business or technical school education, of the said beneficiary; MARK AND WKIGLI: I . Atlorntys at Llw . ShlpPlnsburt, 'a, ./2.. L",:- e )(Vf11t P' -1- ...- ......,. ~ COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, JOHN C, REATH, the Testator whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will: that I signed it willingly; and that I signed it as my free and voluntary act for the purposes there:!.n expressed. I n " I' I , ~ I :, II ' ~ ., c' h. I I 2d..' ., '" //.;;~, ./ (', /~y.n./.6 Sworn or affirmed to and acknowledged before me by John C, Reath, the Testator, this 9th day of March, 1979. I l'YI <: f Ii' /O)U / (,. ~,,' (.1'10A ,1 " .. M..., E. ,"WI. N.t..., Public ~'.h er,,!lufl', PA Cum~fl!a"~ C~un1~ ..,7/ .., .' ../. 1 '':;'1 COMMONWEALTH OF PENNSYLVANIA SS, COUNTY OF CUMBERLAND " ~ ' He, William R, Mark and Shirley A. Marburger , .,' ' the witnesses whose names are signed to the foregoing instrument, being duly qualif:!.ed according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Hill; that he signed willingly and that he executed it as his free and voluntary act for the I I: purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge the Testator was at that time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. I I I Ii Ii Sworn or affirmed to and subscribed ~ before me by HiUiam R. Mark I, and Shirley A. MarburRer 1\ witnesses, this 9thday of March, I' 1~79._.. ;I ii. I !){))u/ C. }:...:' (I , u) Ii .Mar, E, "lien. Notary Publ'lC 11 Shlpp.,nbura. PA (umbfll.nd Coonl, II M, ConImiIlIon hpl'.. J~, 27, 1982 ...-_...___11.__.__---.. . . '/'';;'<'!'1~1ltb L d~' J '. A f.u~ ft. /}Ja..,iU.<.offL oV I MARKANOWl!IGLE Attor",~. It LIW Shlppenlbur,. PI. -3- ~: . f':' [j~ ",:ij ~~ ~ ll<'" zffi~ o H ~ll<~ U o 'i:; U~t:l 5'j [j8~ 0 ..., HU::> ~ 0:: 0 I ::>t:lU 8~u, " <>l \K ~ ~E9~ '" z!3~ <>l HUO H Z is U U ..: ~ H ~ 1-InOD 1St 4~Ma all UOl1nqlJ~ p JO .1" "p~lP$ p9S0fllOJd lU!M 9~UtlpJa:):)e uf PlHU;)~P uOllnG!J~SIP pue AI~+nIOri1e Pow'l...m:> luno",,( g /;( "i-e :o1'iv Jc ' ~ ,.., 0; r'. 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'.::1 0 ,.. ::..J " ~ n '" " \ .0 " " '~ " '0 S .. .- ....: ' '" :'j .. ~ '--> c " .., H '" 0:: H ~ ,. INFORMATION To insure proper crodit to your account, thu name of tho estate and file number should be clearly print. ed on the check or money order. This assessment is made in accordance with Soction 708 of the Inheritance and Estate Tax Act of 1961 (72 P.S. 9 2485.708). To the extent that inheritance tax is paid within three (31 months atler tho death of the decedent, a discount of five (5) 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 becomes delinquent at the expiration of nine (9) months after lho docedent's death (72 P,S. 9 2485.711), Inheritance 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 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 month!; .025 8 months ,040 11 months ,055 3 months .015 6 months .030 9 months .045 12 months .060 1 days .00017 11 days .00166 21 days .00352 2 days .00034 12 days .00203 22 days .00369 3 days .00051 13 days .00220 23 days .00386 4 days ,00068 14 days .00237 24 days ,00403 5 days .00085 15 days .00250 25 days ,00420 6 days .00101 16 days .00267 26 days .00437 7 days .00118 17 days ,00284 27 days .00454 8 days ,00135 18 days .00301 28 days .00471 9 days .00152 19 days .00318 29 deys .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 lhelnheritance and Estate Tax Act of 1961 (72 P.S. 9 2485-1001). Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: REV.455 (1,80) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS ~ , '" > \ . .-.--. -.--- . " " --_.__._~---:.::......-;:..._.- ;==.""-,-'-'-'--;:~:'::"';"--------_.- Estate of John C, Reath Date of Dc~th April 27, 1980 WHEN CLAIMING THE FAMilY EXEMPTION, COMPLETE THE FOllOWING: File No,,J /-;:?()-I-/X' Claimant Flossie C. Reath Relationship to Decedent Wife Claimant's Address 54 Richard Avenue, Shippensburg, Pa, 17257 ITEM DATE NAME OF PAYEE REMARKS AMOUNT NO. Register of Wills, Cumb, Co, Letters Testamentarv, 3 short Cert. ~. 32,00 News-Chronicle Co, Advertisino Letters g nn Cumberland Law Journal Advertisin" Letters lR_nn Mervin 0, FOQe1sanQer Funeral Funeral Exoense 788.72 .Hgme Inc. Memorial for Qrave 230,00 Park1awns Memorial Gardens Harrv H. Haddon M. D. Medical Services 55,00 MontPomerv Wards Charpe Account 643.79 G, Leonard Fope1sonQer Ins. Ap. Ins. nolicv IIBAP498660 on motor home 3~3.nn 1(oltner's CamoinQ Sunn1ioo Annr"iOol nf mn'n~ hnme g nn Uon u"~~zt~ K~mper~ '"0' nf ~n<-n~ hnmp 20_00 p"hl;n nn;n;nn 'o;no mn'n~ hnm" fn~ 001" .. 1 RR,~~ The News -Chronicle Co. Advertisin" motor home for sale 69,60 The Evening Sentinel Advertising motor home for sale 120.60 G. Leonard FOQe1sonQer Ins, Ao, Transfer reQistration on motor home 19.00 Flossie C. Reath Familv Exemntion . 2 000.00 Register of Wills, Cumb, Co, Filing Inv, Appraisement, Stat. of 9.00 The Peon1es Nat. Bk. of ShbQ, Executor's CDeb ts & Ded, 1,158,75 ommJ.ssJ.on I M.rk F. WeiQ1e Attornevs' Fee 1.158.75 Shir1ev A, Marburper Notarv Fee 10,00 ReQister of Wills. Cumb, Co, FilinQ First and Final Account 65.00 Recorder of Deeds Cumb, Co, FiliQQ Releases 7,00 '1'0""0 on~ 100,00 TOTAL THIS PAGE I S7 086,86 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 expenses of administration submitted to the estate as dedu:!!.9n.~ for Inheritance Tax purposes. // // "..) / / / --JI'I/ "I A_' ,A. /- /C-;1-,,'.-< /1 k"-t/ -,. ~ SIGNATURE OF ATTORNEY/FIDUCIARY DATE OFFICIAL USE ONl Y DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S ~ () f?(,? J7 Ie tv AT PERCENT, 4-2!rJ1 DATE. 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 bllriallot, 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 sr.hedule, 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, c "" " C"l ~ t'l ~ :s > 0 0 " '" Z C'l C"l C \:I ..., Z ::: z ~ t'l t'l ;>; Z ;>:I > 0 ~ 9 z Z t'l ..., t'l ..., z 9 9 ..., ><: '" t'l ~ '" Z 0 '" 0 ..., 9 'Tl 'Tl ;>:I ~ ~ .. 0 ~ ~ 'Tl ,; O. -, 0 'Tl ~...)~) - \1.. .";C:, Z C"l 1.J~, 1 ;; c.-,' - ....~. Cl' N ::r:~t t'"' n..-, L.d~1 : ~ (.~c:::. C 0>- c< Ow '" 0::1.'",' :a:; , cc 0--- ~E t<1 (.)C? W wB 0 ~"" - 50 -' z u :< ><: ><: t:'l t'l ~ ~ ~ ;>:I ;>:I INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicate the claimant's name, address and h is/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,