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Home My WebLink About80-00432 ., ".,:;.-"' . \>< ~ " . a t:l H .~ fj ~. cIO ~ ~ , p:: tIJ , ~ ~ , t:l .~ ~ . " ,::z: :j I ~ H ::r:: ci ! ~ (';j ~. t:l tIJ .' 0 - 00 I 0 ...... M,. ClJ ... . .5 0 't"," Z a.:i ~ NO. 21.80 PETITION FOR LETTERS OF ADMINISTRATION IN THE ESTATE OF ..~,~~.~,!:.~~...t:!.~...w.~!?,~,!:.............................. DECEASED. To ...., ~,~. !:y.,"~. :....~"~~,~?..,..".,......,,....,...., ,."""""..""".,.."...""",.",""""",.., ......." ReKister of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania. The Peti tion of .."", ,\!~~.? ,:,~" g.;", ,~~ .I~?.:." .........""",.."..""""",......".."...,..."",..."".,....".,..,..,',."...,...,..,..,.. ".. ........, ........""., ..,.............""....,.".,. respectfully showelh lha t "",. !!,~ X.~.~:~!.~,.. 1:1:", ,~!; !?,~.J;'..,..,....,..."".... .......", was a resident of ....C,i!!!\[1..);l:U,L..............................,~1X ,Cumberlund County, Stute of Pennsyl. vania, and a Citizen of United States, and departed this life intestate in the County of ,~.lf.'!!P.,!;r.J.?r..H... .....,.......,'......"..... ......".... and Sta te of ""'" ,!~!! !~.r!~ 'y'J"V,H!),j., i!,.....", '...."""" ,...""""....""..."..""........,.......,..,..."...... on f.~~.~~y......................... the ...........L~,~!!................. day of ....Ii.!;)!.W,~,!::lI................,........... A. D., 19...~.Q..., at the age of ......~;!....... years. That the said .......,!!.:!:X.~.!::.9.f!...t:!......~!:.'~!;.r:............................... deceased, left surviving the following named widow or husband, heirs and next to kin, to wit: 1"'''' .lJ!::l\.-"r:; Name Relationship .!1.9.\'!f!.~~..I,:...W.'?R!:.L..",......,..,.....,.... ...."".......!?9!.\,....,..,.,........." Residence 139 North 23rd Street ~,\\I))I?...n:jJ,l... ,p.~D.n:oy.J..v,1l n.:i.Il... ...... ..............................................................., ............................................ .................................."............................ ................................................................ ...........................,................ ................................................................ ................................................................ ............................................ ................................................................ ................................................................ ............................................ ................................................................ ................................................................ ............................................ ................................................................ ................................................................ ............................................ ................................................................ ................................................................ ............................................ ................................................................ ................................................................ ............................................ ................................................................ That those above named include all of the next of kin, so far as known. The said decedent was possessed of personal property to the estimated value of $.!:I.~~,~.!:~~!:!.:,~~....... and of Real Estate. less incumbrance, to the estimated value of $........~.'?!!~................. as near as can be ascertained. That the said Real Estate in so far as is known is located in ..!y~...................................................... ............................................................................................................................................................,'........................... Therefore, your petitioner~) respectfully apply(ies) for Letters of Administration in the above named estate. Dated ..........~~,~..,~.?..........,........,.... A, D" 19...~9.., Signature and Address ....U&.,u!;"~,~.,.(,...~0.J:<.J.~:~.................... of Petitioner(s) Howard F. Weber ........................................................................................ 139 North 23rd Street ........................................................................................ Camp Hill, pennsylvania 17011 ........................................................................................ COMMONWEALTH OF PENNSYLVANIA 1 ss: COUNTY OF CUMBERLAND .....,..........................................,...............)~~!'i.~r..(LF..,..J:!~!!,~r..........,............................,....,......................... named in the above application being duly ......?::-:~!:,!!.............................. according to law, say that the facts set forth in the above application are true to the best of .....I,1~,~...., knowledge and belief. b..e..f..~r..e...sm..weJ~.'uF.,ln)'e'.....2..7........................., and sUbscraiboed j"'!..-4.;,':;"{i,,</. ,.,',%..If..l..;~.l;1,,~/,,,...,''',... ",..... . .,...................................................................................... .......,..' ,................................................ A. D" 19.""..", ..,.....,..".."""..,..,..."",....,..,.,..,..,.,',..,.,....,'"".,..........".... .......tl./.rkT...{!,":.,..;p~~~~~.i.~~~~..., .,............................"........................................................ V']o Filed: .........J.~!:\;e....~.?.!..,....~~,~9.......................,.... Attorne~': (over) Snelbaker McCaleb & Elicker ",...."",..,......,..1......",...."......."......,."".,.., [[!EO, GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by tile 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 ane! burial expenses including the cost of a burial lot, tombstone or grave marker. All debts being claimed against an estate are subject to thc approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidcnce to support the deccdent'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 spo.lse 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. t""' "0 0 n >- t'l ~ ~ Z ;l> 0 0 0 en Cl n c:: 0 ~ z :s:: z t'" t'l 1'i ;>:: Z ;:0 9 - 9 t'" Z Z t'l '"" 1'i Z 9 9 '"" -< en t'l - '" Z 0 '" 0 '"" .-:-A..l "'1 :z; L. lf~ 9 "l ~ C:.' ..... ~ 0 L......: f:JO c: l) - "'1 ~~ 5: (.?(,J 0 "'1 "- . u Z ~ "-, ~ !'l -~CJ c.:.ft..; C""\ <:":z - r::,r: - t:oei ;l> LWI.1.) ",_J t'" CO- =- '0: c:: 0:'" ~ 0", 0(3 'co '" UuJ '"':l: ~ l:10: 0 "'=> 0 p:> ~u Z u !< -< -< 1'i t:1 ~ ~ ;l> :z; 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 cohJmn 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. PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inherit~nce ~nf! Est~tp. TnX Act of 1961 provides th~t the following persons shall prepare and file a relurn: a. The person~1 represenl~live of the est~te of the decedent ~s to property of the decedent administered by him and such additional property which is or may be subject 10 Inheritance Tax nf which he/she shall have or acqui re knowl edge; b. The tr~nsferee of property upon the Ir~nsfer of whi ch Inheri t~nce T~x is or may be imposed by the 1961 Statute, including a trustee of properly transferref! in tfilst, provided that no separate return need be made by the transferee of property included in the return of a person~1 represent~tive. 2. PLACE FOR FILING The return is to be filed in duplicate w:th the Register of Wilis of the county wherein the decedent resided. 3. TIME FOR FILING The return is due nine months after the decedent's death, unless ~n extension for filing 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 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 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 finai 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. B. 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, shall be sentenced to pay a fine not exceeding $1,000 or undergo imprisonment not exceeding one year or both. QUESTIONS CONCERNING PROPERTY TRANSFERS I. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving valuable and adequate considemtion? (Answer "Yes" or "No".) Yes 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 "Yes" or "No".) ..1!2- 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. An b. Copy of death certi ficate. 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 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".) 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 "Yes" 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 "Yes" or "No".) No_ b. The right to designate the persons who shall possess or enjoy the properly 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 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 beneficial 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".) REV.4lS3 (l.BO) COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES ~...1l_ ~ (Instructions on Reverse Side) Estate of E1verdn M. Weber BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH Howard r. Weber son yes surviving joint - 139 North 23rd Street owner Camp Hill, PA l70n . . . - --- . -- -,--+--_._~_._- - ==1-- - - -. .. - .\ i I I J i I I ! I I The above beneficiaries are living at this time except lor the following: , I ! NAME , DATE OF DEATH . . . , REV.454 ( 1.SOI COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT (Instructions 0" Reverse SidfJ) ~.. " . ....[ , '. , . 1 SCHEDULE "E" JOINTL V OWNED PROPERTY Estate of Elverda M. Weber P I TOTAL E VALUE OF DEPARTMENT ITEM n NO. DESCRIPTION MARKET C DECEDENT'S VALUATION VALUE E INTEREST (Offici.' Use On/vi N T 1 Checking Account No. 939-661[-9 CCNB Bank, in joint names of Mrs. Frank T" Weber (decedent herein) and Howard Weber (son) with right of survivor- ship; account opened on 1/17/80. Balance on date of death: $722.83 fully taxable $722.83 100 $722.83 2 Savings Account No. 002-014276-6, CCNB Bank in joint names of Mrs. Frank L. Weber (decedent herein) and Howard Weber (son) with right of survivor- ship. Balance on date od death $1.10 fully taxable 1.10 100 1.10 'l: I TOTAL THIS PAGE $723.93 'us,'i.3 " Schedule "E" must include all property, real and personal, owned by the decedent jointly with another party or parties as ioint tenants with right of survivorship, BDth tangible and intangible property are to be included, List rcal estate first, INSTRUCTIONS FOR COMPLETING SCHEDULE "E" 1. Describe all real property as indicated in the instructions for Schedule "A", Describe all pcrsonal property as indicated in the instructions for Schedule "B", Include the name, address and relationsl,ip 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: "'" 0 n ;r- tT1 :J> ~ Z ;r- 0 0 0 Ul 0 t= C) n c: 0 -l Z ... Z t"1 tT1 :r. Z ;;:l ;r- 9 ... 9 t'" - Z Z m -l tT1 -l Z 9 9 -l -< Ul tT1 - Ul Z 0 Ul 0 .., 0 '":1 I 'T1 ;Q ~ \ \ ~ 0 "( 'T1 e_ If) ')".i \ I - 'T1 .:.:) ;.~ 0 - t" C- ,-, Z n (-~ . =r. !r.t: I - I_ I :J> ~;. :;:0 t'" 0'-.- C""\ <fz c:: Cll' - ~~ Ul ww..: ES "'-' I tT1 Ol~. 0'" JJ:(./l ."-' 0 o.'~ z. CJ t.)'-" ~x: Z ...'" <=> t1J::J :( a:a: ~ --IU t.) -< -< ~ t"1 t"1 :J> ~ ;Q REV-4B4 EX+ (3-BO) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) File Number 21-80-0,,32 Estate Name El verda H. Heber Date of Death 2-15-80 Social Security Number 199 07 5070 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed lnheritonce Tax Appraiser in and lor the County 01 Cumberlnnd Pennsylvania, do respectfully report that I hove appraIsed the real and personal property as reported in the loregoing retum at the values set forth opposite each item in the last column to the right in Schedules IlA", liB", "C", and IIE" Dated: January 22, 1981 _Wh;fI'd J'jPt ^ 11 tJ if) ) INHERITANCE TAX APPRAISER I i I I . I I i I I , , I i I i , I I 1 I I i ADJUSTMENTS REMAINDER APPRAISEMENT CODE INVENTORV VALUE AS APPRAISED CDDE (HARRISBURG USE DNLV) Real Property (Schedule A) $ -0 00+ 92+ Parlonal Praparty (Schdul. B) 2,889 76 10+ Jolnt.Held Property (Schedulo E) 723 3 20+ Transferl (Schedule C) 22,536 4 3D+ TOTAL GRDSS ASSETS 26,150 &- Loss D.bts and Deductions 40- 93. (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estatas or mE FACTOR PRINCIPLE VALUE CODE annuities, , , , , , , , , , . , . . ~ COMPUTATION OF TAX $ S $ $ $ FOR USE OF REGISTER ONL V Tax on $ 6% T QX on $ 15% Tax on $ Tax on S Tax on $ Exemptions Total Estote TDTAL TAX INTEREST FROM BALANCE TO $ $ $ Loss Ctedlts DATE OF PAVMENT INTEREST TAX CREDIT AMOUNT PAID DISCOUNT S + S s = $ = + INTEREST FROM BALANCE DUE BALANCE TO s S s "REV.451o.aO) COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT ~... ~ .=" Estate of El verda I.l. \-Ieber File No. 21-80-01,32 County Cumberland Dale of Death 2-15-80 In the event that eny future interest In thil enats II transferrod In ponosslon or enjoyment to collateral heirs of the decedent after the expiration of any 8ftate for lit. or for vaaTl, the Commonwealth hereby g)tpressly rO$lllVOS tho rJQht to appralsp Bnd BSS~S transfer Inhoritance taxes at the lewful collatoral rate on any luch future Interest. PROPERTY REPORTED BY THE ESTATE DEPARTMENT'S APPRAISED VALUE -0- 1, TOTAL REAL PROPERTY - SCHEDULE "A" , , 2, TOTAL PERSONAL PROPERTY - SCHEDULE "B" 3, TOTAL TRANSFERS - SCHEDULE "C" , . , . 4, TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E" 2,389.76 22,536.84 7Z3.93 TOTAL REPORTED PROPERTY 26,150.53 PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH TOTAL UNREPORTED PROPERTY -0- TOTAL GROSS ASSETS 26,150.53 LIFE ESTATE OR ANNUITY CALCULATION I do hereby certify that the above appraisement is made in cDnformity with Pennsylvania law and has been filed this day with the Register of Wills. ,.-, , -J" I I ",1"'"(//(:""'1 fit'!,.), J ~',' / APPRAISER 1-22...81 DATE .-l .-l ... 0 ~ " .... i:<: ~ '"' ~ .-l ~ QJ -< .0 ... . z ~ ~ QJ CJl &1 0 ;>< ;>< :?- ... " ~ N . QJ . " rn '" ;;: 11 .-< rj ;:J '" .-< .-< ~ 0 rj .SI '... '"' '" ~ I " .... ::: " 0 '"' .g OIl " .... ~ ... I > .-l ::l U ~ ... .-l .-< .... (,) r.:. N ~ N (,) .... N r.:. ... .-l OJ .-l 0 ~ ci ..., r.:. r.:. [-< 0 rn 0 Z ci rn rn ;>< [-< ci ... ~ gj Z Z [-< ~ ~ z :::l ci ... ci fS ::.: ~ ~ z ::E z 0 u " z ~ ~ rn ~ 8 0 ~ ... ~ 0 ....l COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT *' COUNTY FILE NOI / __ >/(J - ~;/ ::...; j DATE .'/,,1.1.1 . . Ii ~ I"~ '(,:'''" ,; d',(,- ~ :;.';/ /,'/1' / . ' , " il / ,1",-tM~ TO: /,/I/..u//':,- /;;J ~ . ,. I I/Ll ~YP"j- "1;~' , . :,),I-{ , ,/ /' -,j",! .' //., ['c' (:. .,. 11'1/ ,.l.L-'_~ i ;.//"r l<fJo ESTATE /// COUNTY j / .:IJ _ II -::-:).. "I, ..ll.;/~'1L-"~ " FILE NO. / '4; ,/ I., , . ~.:../ ;'.. '. I)~~ .~. DATE OF DEATH. 't;..-;" . . I ,_ ''';;/ //;' Ph!) :' "'t'l Appraisad Value of Estatel Real Estate Personal Property $ ------ + "~ ?/_~~'{/ '11/ 1 '}~ ..} ) 1.7' + ~ J ":;1// __ Jointly Held PropertylTransfers Less: Approved Charitable Exemptions :' $ ",'/ //)-(', ' ~- ,"' ./l/ " .-, I , " 1 ')f) 11' .", I .;/0 N1 .-1/ - $ /') , ' , .-..-------- ./), /'1'7 (/) - $ ) Total Gross Estate Total Approved Oeductions Clear Value of Estate Clear Value of Estate Subject to Tax Amount Taxable @ 6% Rate - $ ?:! -I/it!. 'II) "'/ I , tax due $ /~/'Fl t:) Y '/ " Amount Taxable @ '5% Rate tax due TOTAL PENNSVLVANIA INHERITANCE TAX DUE $ /.L/'-;' 7. q,f ./ * * * * * * A five percent discount totaling $ will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PAVMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT //-/1-Yll $ /1/11 ,1? + $ I ' . $ = $ / ,-/ :/ '1. 'l.? -/ + = + = Interest accrues at the rate of six (6) percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by is G I /~f;J ,.....:..<;...1 '!jh F ,. // ~ BALANCE OF PENNSVLVANIA INHERITANCE TAX DUE ,) I jj; ~ L:., ,. ~. I) (' INFonMATION_ To insure proper crodll to your OCCOl/nt, tho name of tho 05tolo and file number should be clearly print- ed on the check or money order, This assessment Is made in nccordanco with Section 708 of tho Inheritance and Estate Tax Act of 1961 172 P.S. 9 2485.70a), To the extent that inheritance tax is paid within three {31 months aftor the death 01 the decedent, a discount 01 livo (51 porcont is allowad 172 P.S, 9 2485.716), Inheritance Tax, other than tax on a future interest. is duo at tho date of the decedent's death and becomes dolinquent at the expiretion 01 nine (9) months after tho decedon!'s doath 172 P.S. 9 2485-711). Inhoritance Tax on 8 future Interest is payable within three (3) months after the transfer takes effect in possession and enjoyment end is delinquont thereafter 172 P.S. 9 2485.712). Calculato interest from tho dolinquent dote 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 days .00034 12 days .00203 22 days ,00369 3 days .00051 13 days ,00220 23 days .00386 4 days ,00068 '4 days .00237 24 days .00403 5 days .00085 15 days .00250 25 days ,00420 6 days .00101 16 days .00267 26 days .00437 7 deys .0011 8 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 (60l days after receipt of this Notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961 172 P.S, 9 2495-10011. Make check or mDney order payable to: "Register of Wills, Agent" Mail tD the address listed uelDw: