HomeMy WebLinkAbout80-00423
':'
.
~ , ~
~
a ',~ .~ .'
I (
B
~ .
. .
Ii:o ~ IQ
I i ~ I
~ t
~ I
.N ,(
'd1" (
p:; t!J I
O'
00 -
. 0
..-.
M. 6J
. ... lfl
'IV
'0,' ... \0
Z' '"
. ..
'. . LLI
21.80
423
No.
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Estate of ROBERT F. ESS IG
, deceased.
To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania.
Pelitloner(s) Is (are) the execut rices named In the Last Will and Testament of
Robert F. Ess ig dated November 22, 1976
Decedent was a citizen of the United States and a resident of CArl is Ie
Nvfrfo/il!rt(Borough), Cumberland County, Commonwealth of Pennsylvania.
Decedent died on Monday the 16th day of June A.D. 198~, In the
County of York ,State of .Eel.lIlsylvarIt1he age of .-2l- years.
Decedent has (Mf/ MtI ~een married andfi# foas not) had children born to him (Mrl since the ex-
ecution of the above described Will.
Decedent was possessed of personal property to the value of IInf>stim"tf'n
and of real estate to the value of Unestimated
as near as can be ascertained; said real estate situated as follows Hampden Township,
Cumberland County, Pennsylvania
Therefore, your pelitloner(s) respectfully apply(les) for the probate of the said Last Will and Testa-
ment and for Letters Testamentary theron.
June 20, 1980
Dated
Name and addressa~./r-G./1..(a v!;?dLO(~'
of Petitioner(s) ~A-nn Ess i~adkqWslu
28S/f G,.."h"m "Ro"d
Bils Church, Va. 22042
COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUMBERU NO j ss
JoAnn Essig Gadkowski and Jean Louise Essig McConnell
named in above application, being duly fmorn according to law say(s) that the
statements set forth in this petition are true to the best of the ir knowledge and belief.
-Sw~=- and subscribed before 9:;a/U&(H~~C1U~'
m~~Jllflf' ~20 . 19..RO-r/ I:,,". ';ff;-l(t"'~cJ.o.-.Lr /77r' {/-7?tu:IL
c.A}J.;;; . /1
--- UI't(Aj--C~- - '. ---/
tf Register
Iv 0/0
Filed: June 23" 1980
Attorney
George B. Stuart ~
~
. .'
.
E,-I
I
E,-I. t!l
00. H
r.:l' 00
E,-I 00
.,~ r.:l
rii
0 .~
::f .~
H ~
~ r:Q
E,-I 0
00 ~
~
",'-'
I-
.,:0:::'.'" ...:' .1,
.<t.,,,. ~ <:, ..
:I"'" "'Z' .".
~IU;~~
Cl t: ~..J. 'c'"
@,-. ::~,:~': -: 5_;,:,/:~::;F}J
C) ,.,'_'
"
\
,'\"
;.:'
~...~~
~- ~,"
- ,;!:
..
REV.455 EX" (3.00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
--
Estate of Robert F. Ess ig Date of DeathJune 16 ,198~le No. 21-80-423
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
CIDimant
Relationship to Decedent
Claimant's Address at timo of Decedent's Death
I
I
I
I
I
I
I
I
I
'!
j
17EM DATE NAME OF PAYEE
NO. REMARKS AMOUNT
Peter Gadko\qski Reim. Letters, etc. 40.00
Rmr n r.r\t"l-shall Aooraisal 30.0lL
JoAnn Gadkowski Reim. title expenses 21.00
The Evening Sentinel Advertising letters 21.50-
Jeff McConnell Reim. out-of-pocket expenses 103.73
Electric service 91.02
Bachmann-Knarr Insurance insurance bill 50.00
.ToAnn Gadkowski Reim. out-of-oocket exoenses 65.65
Lester Kingsborough Rent due 100.00
Montgomery Hards Bill 27.03
Borough of Carlisle Hater & sewer 18.52
NAB Paints Bill 27.41
Oualitv Roofing. Inc. Roofing bill 1,269.00
Karl E. Harling Painting bill 400.00
Vouo nil ' -I-" nil hill 205.28 .
Geo. H. Reinecker Reim. trash bill 40.00 .'
First Bank & Trust Co. Loans 9,721.60 .
Recorder of Deeds Deed stamps I.JU.UU
,!aCK lja ~LlU RealtolS' commiss ions 4,610.00
I~. ulteal Estate
TICP Notary & distribution fees 18.00
George B. Stuart Settlement fee 100.00 .
Toon_ !';"wer Authori v- Sewer rent 180.48
Kathryn lv~ Fetrmq R~al estate taxes 644.47
- ----.-....- _.. n..___
,
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible agoinst his/her toxoble
estate. In oddition to debts incurred by the decedent or estote, other items ore c1oimoble including the cost of
administrotion, ottorney fees, fiduciary fees, funeral and burial expenses including the cost of a buriallat, tambstone
ar grave marker and other related,burial expenses.
All debts being claimed against an estate are subject to the appraval af the Register of Wills with wham the
Inheritance Tax Return is filed. Evidence .ta suppart the decedent's ar the estate's liability for the debts being
claimed should be attached ta this schedule.
A family exemptian may be claimed by a spouse of a decedent wha died domiciled in Pennsylvania. If there is
no spouse, or if the spouse has forfeited his/her rights, then ony child of the decedent who is a member of the same
household con c10im the exemption. In the event there is no such spouse or child, the .exlII11ption con be claimed by
a IXIrent or parents who are members of the same household os the decedent. The fomily exemption is allowable only
ag~inst assets which pass by a will or by the Pennsylvania Intestate Laws. .
. .
NOTE: Compensation paid to on estate represEmtatiye; namely, an executor or administrator; for services
performed in administering an estate is reportable for Pennsylvania Income Tax purposes. This taxable income
item should be reported on farm ~A.40.lndividuallncome Tax Return.
t"' ~ 0 ('l ~. tTl
- 0 0 .Vl
. .. Z .(l ('l c::: 0 "'.
tT1 tTl .:>: Z .;>:1 :>>
"'.
z Z tTl '" tTl tTl
P P .'" -< Vl
Z 0 Vl 0
P '"rj '"rj
z ~,z
p ~ 0
Z .',
-
Vl
...
, ;>:I
. .,~,
-
.0,'
Z ,.
~
t"'
t"'
..'
.' ,
" /, " r
, ,
,
; ).,
., \."
-< .-<
tTl tTl
g; g;
IN~TJilII("TlntJc::. ~nD rnuor C'TI~Ir'.. c('"ucnlll 1= II!:"
,
REV.455 EX+ (3.aO)
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
p~ g(:)_2___
Estate of Robert F. Ess ig Date of Death
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
File No. 21-80-423
Claimant
Relationship to Decedent
Claimant's Address at time of Decedent's Death
'7EM DATE NAME OF PAYEE R EMAR KS AMOUNT
NO.
RCluitab1e T.ife Aas"rance SO' iet" - Mortll'a"e 1 na/. <;7
United Telephone Co. Phone bill 115.51
~yers-Hall Funeral Home Funeral bill 2,238.00
"aster Charge Outstanding acmunt 415.64
hevron Outstanding account 116.59
~obil Oil Corp. Outstanding account 133.77
moco U~.L \.0. UUl;sr;ano~ng accounr; 165.04
Phillips Petro1eumCorp. Outstanding account 71. 09
exaco Outstanding account 20.69
rco Outstanding account 218.65
u1f Oil Corp. Outstanding account 73.75
'" I()"t"~"~nrl i nn ",..,.. nl1nt 111> 1>,
omeroys Outstanding account 70.39
ears Outstanding account 138.57
ewisberrv Bmbu1ance Service 35.00
. Leon Gilbert Repair bill 19.50
nterna1 Revenue Service Balance 1979 tax 912 .60
oaJ. r.;nergy l.:.La~m LI:l.UU
. olumbia Aircraft Service Bill 7.25
ecorder of Deeds Satisfaction fee 7.00
nterna1 Revenue Service Tax due for 1980 160.52
o,::enh F. Roe Claim 1 500:00
( harles & Carol Fisher Services 169._00
-- -- )/--~
,
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 buriol expenses including the cast of a burial lot, tombstone
or grave marker and ather related burial expenses.
All debts being claimed against an estate ore subject to the approval of the Register of Wills with whom the
Inheritance Tax Return is filed. Evidence.lo support the decedent's or the estate's liability for the debts being
claimed should be attached to thi s schedule.
A family exemption 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 0 member of the some
household can claim the exemption. In the event there is no such spouse or child, the exemption con be claimed by
a p'arent,ar parents who are members of the same household os the decedent. The family exemption is allowable only
ag~inst assets which pass by a will or by the Pennsylvania Intestate LllWS.
NOTE: Compensation paid to an estate representative; nomely, an executor or odministrotor, for services
performed in administering on estllte is reportable for Pennsylvania Income Tax purposes. This taxable income
item should be reported on form PA.40.lndividuallncome Tax Return.
t""' .,; tl n ~ t<1 ~ ~
- >- 0 0 (f)
Z C'l n ~ tl ~ z' 3: Z t""'
trl trl ;>; :<I 9 - 9 t""
Z Z trl ..., t<1 ..; Z
9 ..., 0<: t<1 -
9 (f) '"
Z 0 (f) 0 ...,
0 'Tl ." ~
...,
-
o.
Z
, :.1)'
. .
0<: 0<:
trl trl
~ ~
Ill.IC:TDllrTlnl\JC\ Fnp ,nilel ~"'HI"" r"'lI E:1"'\1I I J:' lie'''
"
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 schedule.
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.
. '
'"
.. (~--~
:
1_.( 0-.
'- ""
: I" ... i1.':..
,. . -
(::' , ':? ~ ~
("..1 ..
,~~ .._ I
1....1''':: ~'~6~
C~-. - ",..1
0::.<<''1 =, j ,-
OC; :-..:~:
(.;)ll,; ~5
~cr: -
~ -'w
u
, ~d
r- '" 0 n ~ 1"'1 ~. ~
Z :>-. 0 0 "'.
Cl (') c:: 0 >-l Z 3: z E=:
t'1 tTf ;>':, Z ::0 :>- 9 -' '9
z z 1"'1 >-l 1"'1 >-l Z
9 9 >-l 0< '" 1"'1 -
Vl
Z 0 Vl 0 >-l
9' ." ." ::0
~ ,
-
0
Z
l,n ,..~.
..
0<
1"'1
:>-
::0
0<
1"'1
~
~
o
."
."
-
n
>
t"'
c::
Vl
t!j
o
z
:<
~
INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
i. I{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.
REV.44tl EX" (3.S01
CO,\MONWEAl. Tfl OF PENNSVI.VANI,\
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
AFFIDAVIT OF
FIDUCIARY
(Instructions on Roverse Sldo)
-*
Estate of
Robert F. Essig
Do te of Dca th
June 16, 1980
Last Address 15.9-5outh..Hanonr.....Stte_e.t-
Car1is1eL-~a. 17013
Social Security No. 187-18-7586
Bureau File No. 21-80-423
(CITY)
{STA TF.I
{ZIP)
County File No.
1. Decedent died:
( ) Intestate (without a will)
( x) Testate (leaving 0 lost will--copy attached)
2. Is the filing of a Federal Estate Tax Return required lor this estate? Yes_ No
3. l x) Executor/Executrix ( ) Administrator/Administratrix
Nome JoAnn Gadkowski & Jean Louise McConnell
2854 Graham Road R. D. 4, Fox Hollow Rd.
AddresSp'el!s-Ghurea, ':a. Bloomsburg, Pa. 17815
22042 .
(CITY) (STATE) (ZIP)
X
4. All correspondence should be moiled to ( x) Attorney
) Fiduciary.
5. If on oHorney is representing the estate, indicate:
Addres s
George B. Stuart
3 South Hanover Street
Nome
Carlisle, Fa. 17013
(CITY) (STATEl (ZIP)
List 011 safe deposit boxes registered in the decedent's individual nomehor jointly with, or os an agent or deputy
of another, or in decedent's individual name with right of access by anat er as agent or deputy. Include the nome
and address of the bonk or other institution where the safe deposit box i~ located, the name (s) in which the box
is registered and the relationship of the joint holders to the decedent.
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX
Dauphin Deposit~n
'I'rt\S.t:~., camtLliU1, pa
NAME OR NAMES IN WHICH
SAFE PEPOSIT BOX IS REGISTERED
REl.ATlONSHIP OF JOINT
HOLDERS TO DECEOENT
---------
Under pcnoltios of perjury, I declore that I hove examined this return, including accompanying schedules Dnd
statements, ond to the best of my knowledgo anbbelief it is true)'.Jcorrect and complete,. '1/ "'/d
iT,oO... AJ ....d/.>JX.'/( OO.;a;c<.. "" h 0 /
:/}La~c1'Ple. (iol/,tt.1L S/l9hl
. --z:;J'< SIGNATURE OF FIDUCIARV I I 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 IMsons shall prepare and file
a return: '1, " ." . . . ~. ." -,.;
a. The personal. representative of the estate of the decedent as to proper]'l',of Ihe.~ecedent m!l!li!1isteredby,him
and ~uch additional property wh!~h is or may be subject 10 Inherit~nce T~x'llf \Nhich IlIi/she shall have or
acquire knowledge'.; .\_~,,_. ':<':,-.:, ,...,;, '''''J
, . '= ~ - '.. .'. - .
b. The transferee of property upon the transler of which Inheritilllce Tax is or milY he imposed by the 1961 Stiltute,
including a trustee of property transferred in trust, provided that no SelJillJle retuf/lneed be made by the transferee
of property included in the return 01 a personal representative.
2. PLACE FOR FILING
The return is to be filed in duplicate with the Register 01 Wills of the county wherein the decedent resided.
3. TIME FOR FILING"
The return is due nine monUls after the decedent's death, unless an extension for filing has been applied for and
granted by the Secretary of Revenue within,Ulenine-mo~lh..Pc~[ipd. ';". ':l. .. .f '.
4. FAILURE TO FILE RETURN . ,C ,:. ((C' ,;' . ;co", ,',-,: ,Ii '.
- '.' ': i ,.(. _, ','"' .' 'r: ( .. ,- .. .". ,'\ '. r ~ "
Section 791 of the 1961 Statute provi des'tha!"" '. . .~i1y person who wi II fully fai I 5 to 'fiIe"a'return o(o'ther report
required of him. . .shall be personally liable. . .to a penally of 25% of the tax ultimatelyfdtind'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 .!alher, mother, husband, wi fe,
son, daughter, grandchildren, grandparent, son.in-Iaw aod daughter-in-law and at the rate of 15% as to all others.
-',
,'-.'
i . f'C~
6. PAYMENT OF TAX
The tax assessed on the transfer of property reported in tile return isdue 9 IHonllls,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 aoy
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 tile county wherein tlie 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 propertYI'which':lien<rernillnslneffect until
the taxeS-alia'iiiterest have been paid io full.: The tax8s may be:wed for.again~l anyreat properlyJn JJle.decedent's
estate or agaiost any property belonging to a transferee liable for the tax.
8. FILING OF FALSE RETURN
Any person who willfully makes a false return or report required of him shall, in accordance with Section 793 of the
1961 Statute, be guilty of a misdemeanor and, on conviction thereof, shalllJe sentenced to pay a fine not exceeding
$1,000 or undergo imprisonment not exceeding one year or both.
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".) 00 . . .
2. Did decedent, within two years of death, transfer property from himself/ herself to himself/herself and another party
or parties (including a spouse) in joint ownership? (Answer "Ves" or "No".) -1lQ..
3. If the answer to one or two above is "Ves" and the transfers are claimed to be nontaxable, provide the following
ioformation:
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 take 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 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 "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. alxlve 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".) nn
8. Did decedent, at any time, transfer property, the baleficial 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 "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".) ---
- -
REV.~54 EX, (3.50)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
(/nstfllctlons on Reverse Side)
'*
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
Estate of ROBERT F. ESSIG
P
TOTAL E VALUE OF DEPARTMENT
ITEM DESCRIPTION MARKET \ DECEDENT'S VALUATION
NO. VALUE INTEREST (Official Usa Only)
T
1. Savings account #507-616-1, First
Bank & Trust Co., Mechanicsburg, Penna.
In name of Robert F. Essig and Jean L.
, Essig (daughter)-opened 5/3/76. 7.70 50 3.85
.
i 2. Checking account #120-765-3, First
i
Bank & Trust CD., Mechanicsbug, Penna.
In name of Robert F. Essig and Jean L.
Essig Chughter) - opened 5/22/69. 39.32 50 19.66
,
,
,
TOTAL THIS PAGE 23.51 .:I.3,S-(
-!If'>I\'
(I
.....--r...:. ~...~:........ .' ':'~, .'
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 arc to be
included. List real estate first.
1. Describe all real property as indicated in the instructions for Schedule" AU. Describe all.personal property
as indicated in the instructions for Schedule "B". Include the name, address and relationship to the
dec.e~ent 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""' '" u (") ;l- n1 .> :;;
Z ;.- 0 0 u V> . U Z ~
Cl (") c:: u .., z. ~ t""'
n1 ;.- 9 9 !~!.
, n1 Ii': Z ::::l -
c' Z Z' n1 .., n1 .., z
9 .., n1 -
9 ><: V> V>
z 0 V> 0 ..,
9 ":1 ":1 ::::l ~
I ~ 0
"l:l
- "l:l
1.:"' 0 -
';;<; Z (")
.. ~... ' ~ -
,,, "" '-' >
f_j- o. ~I;? t""
r;~ ~~fi. c::
t.\_,. ;-- '"
c" t:rj
C..l. N e:;:S 0
\.ut ~. >. ::5ili
C~~ = Z
0:'" ;EO , 0:1 g
0(3 ~..
u"-' u:::-- ><: ><:
II)::>
~c:: - .J" n1 n1
50 u > >
::::l ::::l
....
'"
'"
I;
....
CJl
~ ~ ~ I;
~ " oJ)
z ~ ~ 1
0 ....
~ ril M
'" I;
::> '"
...:I ~
<I:
- C,) M
U Z M
- 0
I><
I>< -
0 ~ ei
~ ~ I><
~ 0
r- 0 '" z ei
'" '" >- r- ei
~ ~ ~ z
z r- r- ~ z
ei ~ i:<: Z ~
..:l ~ 0 ~ ~ ~
..:l Z Z CI ::> u " z
~ ~ '" ~ 0 0 ;;; :l
~ u CI
INFORMATION,
To insure proper credit to your account, the namo of lho estate and file number should be cloarly print-
ed on the check or money order.
This assessment is made in accordance with Section 708 of the Inheritance and Estote Tax Act of
1961 (72 P.S. 9 2486.708).
To the extent that inheritance tax is paid within threo (3) months after the dealh of Ihe decedent, 8
discount of live (6) percent is allowed (72 P.S. 9 2485-716).
Inheritance Tax, other than tax on a future interest, is due at the date of tho decedent's death and becomes
delinquent at the expiration of nine (9) m~nthS after the decedent's death (72 P.S. S 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 monlh .005 4 months .020 7 months .035 10 months .050
2 months .010 5 months .025 B months .040 11 months ,065
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 26 days .00420
6 days .00101 16 days .00267 26 days .00437
7 days .00118 17 days .00284 27 days .00454
8 days .00136 18 days .00301 28 days ,00471
9 days ,00152 19 days .00318 29 days .00488
10 days .00169 20 days .00335 30 days ,00500
-- - -- - ----- -- - -- ----- -- - - - -- - - --- -- - - ---- - - - ---,-- - - - - - - --------- - - - ---
Any party in interest, including the Commonwealth and the personal representative, not satisfied with
the assessment may object thereto within sixty (60) days after receipt of this Notice as provided by Section
1001 of the Inheritance and Estate Tax Act 011961 (72 P.S. 9 2485-1001).
Make check or money order payable 10:
"Register of Wills, Agent"
Mail to the address listed below:
,\' '"'
I ~.,
eRS.
The Accountants claim credit fDr tbe following disbursements:
Peter Gadkowski - Reiro. for Letters, etc.
Roy D. Gottshall - Appraisal
JoAnn Gadkowski - Reim. title expenses
The Evening sentinel - advertising letters
Jeff NcConnell - Re:Lm. out-of-pocket expenses
PP&L - electric service
Bachmann-Knarr Insurance Agency, Inc. - insurance
hill
JoAnn Gadkowski - Reim. out-of-pDcket expenses
Lester Kingsborough - runt due
Borough of Carl is le - wa ter & sewer bill
Montgomery Wards - bill
MAB Paints - bill
Quality Roofing, Inc. - roofing bill
Karl E. Harling - painting hill
Keystone Oil products - oil bill
George H. Reinecker - Reim. trash bill
l~mpel Enterprises, Inc. - Bill
First Bank & Trust Co., Mechanicsburg - interest due
E.L.A.S. - mor~ge payments
united Thlephone Co. - telephone bill
Myers-Hall Funeral Home - funeral expense
Master Charge - bill
Chevron - bill
Mobil Oil Corp. - bill
AmocO Oil Co. - bill
Phillips petroleum corp. - bill
Texaco - bill
Arco - bill
Gulf Oil Corp. - bill
Korvettes - bill
pomeroys - bill
Sears - bill
Lewisberry Ambulance - ambulance service
J. Leon Gilbert - bill
Internal Revenue Service - balance 1979 tax
Coal Energy - claim
Columbia Aircraft service - bill
Recorder of Deeds - satisfaction fee
Interna 1 Revenue Service - 1980 tax due
Cl3 1')/1;
U,',l:h ,,i I;-,..~ ~.iU
40.00
30.00
21. 00
21.50
103.73
91.02
50.00
65.65
100.00
18.52
27.03
27.41
1,269.00
400.00
205.28
40.00
613.13
520.00
403.68
115.51
1,688.00
415.64
116.59
133 .77
165.04
71.09
20.69
218.65
73.75
116.62
70.39
138.57
35.00
19.50
912.60
275.00
7.25
7.00
160.52