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HomeMy WebLinkAbout80-00456 No. 21-80 456 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of LUVERNE SNAVEr,V. a/k/a LUVERNE J. SNAVELY. a/k/a ,}. LUVERNE SNAVEr.Y , deceased. MARY C. LE\vIS To*R--~, Register of Wills for the County of Cumberland, in the Commonwealth ot Pennsylvania. IS Petitioner(Kl_ the execut ri~ named in the Lost Will and Testament of Luyeme Snavely dated June 7. 1957 . Decedent was a citizen of the United States and 0 resident of Township Jim. Cumberland County, Commonwealth Hampden af Pennsylvania. Decedent died on Fri rlay the 30th day of May State of A. D. 19..!L., in the County of Cumberland Pennsylvania at the age of 80 years. & ~ ~li Decedent has not been married and has not had children born to him since the execution of the above described Will. Decedent was possessed of personal property to the value of $9,900.00 and of real estate to the value of _None as near as con be ascertained; said real N/A estate situated as follows Therefore, your petitianer(~) respectfully = for the probate of the said Last Will and Testament and for Letters Testamentary thereon. Dated July 8' ,1980 Name and address of Petitioner(s) c'~LJ,~ EUse W. Snavely 52S1 Terrare Roarl Mechanicsburg, Pennsylvania 17055 COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND ELISE W. SNAVELY named in above application, being duly say(s) that the statements set forth in sworn according to law this petition are true to the best of her knowledge and belief. . ) '" '" cp /' r (i ('---'-J.....Jl"-:"'/' LA.) I ~~J/l\__<'=--"~-~e.-O/ Elise W. Snavely J Sworn and subscribed before July 8 19 80 me, All"'" ."Ii" R. ,."tob ~ !ero '~, Register MARY C. !,EWIS July 9, 1980 /1-1?7 - J ....... LAST WILL AND TESTAM'.>NT of /) /,,) " .... cT-C,f./Z-r..//A4.i:-. ,..,1;:...., ** '''LP7'' :v\.-- " , / " \ i'l / ./ KNOW ALL MEN BY TH&SiL PRli.9ENTS J at I, 'It.A!_ , residing at I/J.I(!.,".,-, ' '-' / } /- ;!.__.J//([J--IW!/:, ,//:J .j1if I~ / v , being of sound mind ana, memory, 8l1i desiring to dispose of. all my earthq possessions, do hereby n;:.ka, publish and declare the following instrument in writing to be my last will and testament, hereby revoking and making void all other wills or instruments in writing in the nature thereof by . f. ...., me heretofore made. -- dAft 0,/ rrl!:M 1. <1 give, devise and bequoath unto my belo'red wife, (j) 'C-rLe.l1. Jtfttctt<etl/ , all of my estate, re!~l, personal and mixed, and wheresoever situlL'lte, to her and her heirs, in fee simple forever. / J7/" () _ ,-rrm 2( I nominate, constitute and appoint my wife, CfJA't..u... 'II; AI/Ui,zx....lf ' as executrix of this;. my last will and testament. 7td IN. \~~ESE\:\-IHERE?F, I have h~re.w\to 'set my hand and seal thill day of Ul-~l,L/ A.D. 1).;2.(. / .- '/ / (';Lt.! -re1--.i' '^ tieL; (Seal) Signed, sealed, published and declared by the above!l ed testator as and for his last will and testament, in our presen e, \lIDO, in his presence, at his request, o.nd in the presence of each other, have hereunto set ~ourhands as attesting wit.ness~~. . : l? , ~ a.. _ '- ~iding at .~- ' "',Id d - da---i'fI"",::;"7 wi_ .tjt", !~ .f'~ ' :/ - ",o.f; OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLV ANIA} '" COUNTY OF CUMBERLAND S8: Before me, the Register 1'01' the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland. personally came ........f,.I;oI~.I;:...W.....l1~.~.v.r:;kY............................................................ who, being duly .......!1w,Qx.IJ.."......., do f;!.'>....... depose and say that as .......f,~!?.'?.\!~~~~............................."....... of the last Will and Testament of ...H.Y.Y.\?r.!1!'!..l1.l)!~.y'!'l~y...................................""",,,,,,,,,,,,,,,,,,,...........deceased ....~b~...."......... 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. ............Sworn..... and subscribed before me. ..............~~~r....~............................ A. D., 19~!?........ 'fiPY.~..:..<!;k.I,:.:r;f!j................,... , ~t:~r Mary C. Lewis S~~ ~!'cl~v-ei2 .. ........r.,.... .......Eli~~..w:...s~~~~i;;.... ...... .}....... ... " .................................................................................. :'t.i 0: :", :Ul cg :m :~ r-tr :'" :P u.. . . 1"1: :~ >< 00: 0 :;..l ;..l *! :~~ : ;> lD ><'1~~ -'<i III ....J 0 C,f) qo ;..l:cncn 0 I ....J ~: P:l . ~ 0 ;>: . ~ ~ ell! -:t1 00 - <t:.-,Z .. >i I $: z: I>:: 0: .-l cn:~~ tr .-l: N ~~~6 ,e ::I: =i Z:~..:l "t:l 1':1: 00' 1>::: '" lD: ci ~. . "t:l . : Z 6!;..l .-, .. ell: -: 8 qo: N~ ~ ..:l:nl nl #: S ~, ~ '" "t:l ~ :,~ "t:l tlJ) '" Ul l':: m - ril :nl nl .~ m P< r.. DECREE Be it remembered that on the .....~.~~............ day of ..............il:~Jy........................., A. D., 19 ..e.o..., there Luverne Snavely, was probated and recorded the last Will and Testament of ...~l\sf.i!l....~\\y.!'lr.n~....J.:...;!ni!){.li'Jy....................., a/k/a J. Luverne Snavely late of ...~!!mlH:t!'!n..:r.9.\'!!1!1h;i,p........................................, Cumberland County, Pennsylvania, Deceased. Letters ....:r.~gi!!]l.'?':IJ.?r.y.... ...................... were granted to .............. ..t::.U.':'.!'l..\V., ...~.1).(l.y.!'!),1I.............. ......... .................... Witness my hand and official seal the day and year afol'c,aid. l' . ..j ....,....:./=t~i'~~:~i:~: Mal'y C. Lewis . . ;", -'\, INSTRUCTIONS ASSETS _ Describe all Real Estate located in Pennsylvania and held solely by decedent or held jointly with another perty or parties as tenants in conmon or as joint tenants with right of sur\'ivorship. Include the decedent's percentage of ownership and the estimated market value. List all tangible end intangible personol property owned individually by the decedent or jointly with another party or parties as joint tenonts with right of survivorship at the time of death. Include intangible personal property titled in the name of the decedent, but payable at death to another party or parties including but not limited to P.D.D. U.S. Savings Bonds and tentative trust accounts. List any property transferred by the decedent, within two years of death for which he/she did not receive valuoble end odequote consideration. DEBTS & DEDUCTIONS - Unsotisfied liobilities incurred by the decedent prior to his/h.r deoth ore deductible against his/her taxable estate. In addition to debts incurred by the decedent, other items are claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a buriollot, tombstone or grave marker. Evidence to support the decedent's or the Estate's liability for the debts being claimed should be attached ta this return. A family exemption of $2,000.00 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there is no spause, or if the spouse has forfeited his/her rights, then any child of the decedent who is member of the same household can claim the exemption. In the event, there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. r "tl 0 n ~ m ~ ~ ~ 0 0 0 In 0 r z G'l n c: 0 ~ Z 3: Z r m m "" z ;:c ~ p z p z m ~ m ~ p Z ~ -< Vl m Vl p In ~ Z 0 0 ;:c p -n -n ~ ::! 0 "11 0 :!! z Q :I> r c: '" -< -< I'll m m 0 ~ ~ Z ;:c ;:c r :$ INFORMATION PLACE FOR FILING - The return is to be filed in duplicate with the Register of Wills of the county wherein the decedent resl ded. TIME FOR FILING - The return is due nine months ofter the decedent's death, unless an extension for filing has been applied fer ond granted by the Secretary of Revenue within the nine.month period. FAILURE TO FILE RETURN - Section 791 of the 1961 Stotute provides thot" , . .any person who willfully fails to file a retum or other report required of him shall be personally lioble . . .to 0 penalty of 25% of the tax ultimately found to be due or $1,000 whichever is the less to be recovered by the Department of Revenue as debts of like amount are recoverable by law." ;-. .'- Statement Life Insurance 12 706) 14 . 7 R.'.,". 'OM ~,~ oom'" :::: _. :~~... . ith '''00' ",... r" ,,"~,"'''''''' D.p.rtll'R:y:~ue Slrvlc, t Insured (File W dent's last name I (if known) In'''"' Deceden I 12 Dece iDee ..., .m.... m'~" ,.". ".w" "~', '9 .. , "......,....... 604 to.." . . J. company OF IOWA, LnVeTnR dress 01 Insurance COMPANY 5 Name and ad FE INSURANCE EQUITABLE LX Date 01 death 5-30-80 Iowa 50306 . d 01 policy 6 Kin r:y Life I appllcalion. 01'"dinJII Please "!tach c.opy 0 8 Owner's name. I premium .. .. 12 Amount 0 nually . . . . . . . . "" " - . .. . . . ' '"' "'. . . . . .. ...... ...... . Face amoun . . . . 14 Itybenellts.. .... .. ....... etproceeds 15 Indemn . . . . . t mining n ' . I Insurance . . .. rble In de er . . 16 Add,ltOne . . ., mpany deduc 'h .... 17 Other benellts I~d;btedness to the c~rued to date 01 deat .. '. 18 Principal ol.a~~btedness (Item 18) ac . . . . . . . ,,,..~,, '" .,,'~."..... .... . .0 Amount of accum rtem dividends., ...... . . . . . . . I post.mo . . . . . . . . . Amount 0 emlum . . . . . . h " ".m~ " . "".m .. . .....J . '" "' " " :::::.-:: = ;.._. ":;:,:'~ ~.... "oo::::':~;~.,,_~. m"'~ .~.... ..... ",," . , :: '"".., ...... .::".,~ .".~. .~., ..,~"" ~ · .. ...................... I'cy .=".oo.. ..m ..'''m.. ............ ...... ..... 25 pat' . " """ 'M. ."~ ................ ........." .............. ......... ............ *. .~.... ............... ................... .................. . ~~"'.~~:.:,:::=~:,;.=;~;.;~~~~:~~:.'?:.~. .........;.;; '"~,~". . " '" _. 'ho'.. ......................... .................. .. 26 Amoun b.rth sex. and name 0 ..............................................., ,................:::::...............e..o..,..i~~;~ii~~nt $ ~ Date 01 '. ....................... has .. .................... ...........................:::::..............;;;.;;;;;;;.,,~ 'ho "". . . . . . . ....... .............. ............... . "".m. . . . ..' _, ....................::.......................;;..".. .,,~ . . . . . . ,;.." "'.".. ................,...;:;. , .................,.. , ... ,oo."." ...... to ."'" 'oo'" ...........................:.... . . 0 ....~, " -,,, .""~ .'. . . . .,,;.""'."'. to....'....... "''''.''' ..;, .,,;0;" ;;;.~.". tt","'''~".' ".,." benefits . !'ty table and rate 0 ...............iiy. contract ISSU I such policies' ...... . (MM" .......... ..."", ,".to ................. " .... ...........;;;.,;.""." ",~.....m ........""'''' ............... .......ih~.i~;.~;~,j'ih~. annultan. h decedent carried other .....................:::::::::........................................... ~ - '..",,~, .......................... ................ 31 Names 01 compa", ............... .................................................. and correct ........... .. . h true records. .................................... ........................ ........................ tement sets lort ..."'" .....- ...-........-..-...........::....-.................-.. ,~.".. '"" '"" .. 7-'"'' .............::::::::................................ .. ,~..., ho.. , 4R' ..., .. ,~._,_ .""''''''''' """" """'" .. ,to"" The ......".. ..", · . "..... w, . S 'gnature an . . d lor ''''_00. I n Slrucl~~", to ",'::':,:::.""" ..."..totom." m." .. "" 51 nature.. t be made. on be. as a manua Statements. A se _ 712 (R... 9-78) ment mus Hey by an Separate Form nsurer.-Thls sta~~Ch Issued the ~~, the com. each polley. Statement n~u~ance compan~c~ess to the ~~~;:;dSignature may hall 01 the' mpany haVing ent. a lacs, officer of the e~ses of this statem pany. For purp . 19 Date issued 6-5-30 4,'756.56 118.75 85.69 9.961.00 A report Is required on: SECTION 742 OF THE INHERITANCE AND EST AT E TAX ACT OF 1961. 1) Joint Savings Accounts 2) Joint Checking Accounts 3) Trust Accounts 4) Joint investment accounts, such as certificates of deposit, share accounts, and so forth. 5) Accounts held by husband and wife and third parties. "When money is deposited or invested In 0 financial institution located In Pennsylvania in the names of two or more persons other than husband and wife or In the name of a p-erson or persons in trust for another or other, and one of the parties to the deposit or Investment shall die, it shall be the duty of the financial institution within ten (iO) days alter knowledge of the death to notify the Department of Revenue thereof giving the name of the deceased pe..on, the date of the c:reation of the ioint or trust deposit or investment, the amount invested or on depo.it at the dote of death with the financial Institution and the nome and oddre.. of the survivor or survivors to the account. No notification shall be raquired in regard to such account when the deposit at the time of death does not exceed three hundred dollars ($3)0)." (Emphosi. added). No report is required on: 1) Hu.band and wife account.. 2) Joint account. with a balance under $300.00 3) Account. held by the decedent Individually. \ ., A report is required on: SECTION 742 OF THE INHERITANCE AND ESTATE TAX ACT OF 1961. 1) Joint Sovings Accounts 2) Joint Checking Accounts 3) Trust Accounts '.:,.::~,="", 4) Joint investment accounts, such as certi'fl cates ~f 'deposit, share accounts, ond so forth. 5) Accounts held by husbond ond wife ond third portie.. "When money is deposited or Invested In 0 flnonclol Institution I""ated in Pennsylvonlo In the namo. of two or more pe"ons other thon husband ond wife or In the name of 0 P.'erson or persons in.trust for another or others and one of the parties to tho deposit or Investment shall die, it shall bo the duty of tlte flnancia/lnstllullon within ten (iO) days ofter knowledge of the death to notify the Deportment of Rovenue thereof giving the nome of tho deceosed pe..an, the date of tho creation of the loint or trust deposit or Inve'lment, the amount Invested or on deposit ot the date of death with Iho finenciallnstlNtlon and the name and addre.. of the survivor or survivors to the account. No notification shall bo re.qulred In regard to such account whon the doposlt at the time of death does not exceed three hundred dolla.. ($310)." (Emphasis added). No report Is required on: 1) Husband and wife accounts. :I) Joint accounts with a balance under $310.00 3) Accounts held by the decedent individually. " INFORMATION To insure proper credit to your account, tho nome of the estalG and file number should bo cll!nrly print- ed on the check or money order. This assessment is made in accordi:Jnco with Section 700 01 the Inheritance and Estate TalC. Acl of 1961 172 P.5. ~ 24B5.70B). To the extent that inheritance lax is paid within three (3) months after the death of tho decedent. a discount of five (5) percent is allowed 172 P.5. ~ 24B5. 716), Inheritance Tax, other than ti]X on a future interest. is due at the date of the decedent's death and becomes delinquent at the expiration of nine (9) month!; after the decedent's death (72 P.S. f! 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). Calculalo interest from the delinquent date shown on the face of this form to tho date of actual payment using the following inwrest table: ------------------~ ------------ --- ---- --------- - - --- - --- -_.- ------- -- -- - ---- 1 month ,005 4 months .020 7 months .035 10 months .050 2 months .010 5 months .025 a months .040 11 months .055 3 months .015 6 months .030 9 months .045 12 months ,060 1 days .00017 11 days .001B6 21 days ,00352 2 days ,00034 12 days .00203 22 days .00369 3 days .00051 13 days .00220 23 days ,003B6 4 days .0006B 14 days ,00237 24 days .00403 5 days .oooB5 15 days .00250 25 days .00420 6 days .00101 16 days .00267 26 days .00437 7 days .0011B 17 days .002B4 27 days .00454 B days ,00135 1B days .00301 2B days .00471 9 days .00152 19 days ,0031B 29 days .004BB 10 days .00169 20 days ,00335 30 days .00500 -- - -- ---------------- -- - - - - - -- - -- --- - ---- -~- -------- - - - - --------- ------ Any party in interest, including the Commonwealth (1nd the personal representative, not satisfied with the assessment may object thereto within sixty (60) days after receipt 01 this Notice as provided by Section 1001 of the Inheritance and Estate Tax Ac' of 1961 172 P.5. S 2485,1001). Make check or money order payable to: "Register of Wills. Agent" Mail to the address listed below: INSTRUCTIONS To insure proper credit to your account, the nome of the estole and file number should be clearly printed on the check or money order. This determination and assessment is made in accordance wilh Section 421 and Section 732 of the Inherltonce and Estote Tox Act of 1961,72 P.S. 2485-421, 732. The estate tax imposed by Section 421 is due at the dale of Ihe decedent's dealh but sholl not become delinquent until the expiration 01 eighteen (18) months after decedent's death provided that any estate tax occosioned by a final chonge in tllC Federal retllrn or 01 the tax due tllCreon shall not became delinquent until the expiration of one (1) monlh after the person liable to pay the tax receives final notice of the increase. Calculate interest from the delinquent date shown on the face of this form to the date of poyment using the following interest tab' e: ---------------------------------------------------------------------------------- 1 month .005 4 month s .020 7 months .035 10 months .050 2 months .010 5 months .025 8 months .040 11 months .055 3 man ths .m 6 months .030 9 months .045 12 months .060 1 day .00017 11 day s .00186 21 days .U0352 2 days .00034 12 days .00203 22 days .00369 3 day s .00051 13 day s .00220 23 days .00386 4 days .00068 14 doys .00237 24 days .00403 5 days .00085 15 days .002S0 25 days .00420 6 days .00101 16 days .00267 26 day s .00437 7 days .00118 17 day s .00284 27 doys .00454 8 days .00135 18 days .00301 28 days .00471 9 days .00152 19 doys .00318 'l9 days .00488 10 days D0169 20 doys .00335 30 days .00500 .---------------------------------------------------------------------------------- Any party in interest, including the Commonwealth and the personal representative, not satisfied with the assessment moy object thereto within sixty (60) days ofter receipt of this notice as provided by Section 1001 of the Inheritonce and Estate Tax Act 01 1961 (72 P.S. ~ 2485-1001) Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: