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Home My WebLink About80-00478 c/y .'r- 'od! Q 00 ," . ':"- 'N '. o .Z. . ~. , '~,~'::: '; ',T , ,,-);. .:~' :,'.,\\,. , .~., . ,'.' ":, .-' . ! lH ~ , ~; , .;; -.~~ -".',' ; fi I .. , .. , ~ ( ~ m , , I , .. . <: ~ 0 '", .. . ",;. Ikt I ".'\-' I ~ , ! .:- - o ',,'. JI III _. . LLI ~ .'..r-! ,;' ....I' \.5~~ No. 21.80 478 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of HELEN F. ELLIS , deceased. To MARY C. LEWIS , Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania, is Petitioner(s) ~ the execut r; x named in the Last Will and Testament of HELEN F. ELLIS dated November Decedent was a citizen of the United States and a resident of ~ Borough, Cumberland County, Commonwealth 1974 Camp Hill of Pennsylvania, Decedent died on day of the Sai:~rday l<.th .Tl11y A. D, 19 80 , in the County of Dauphin , State of Pennsylvania at the age of 88 years. ms ~ her Decedent has not been married and has not had children born to ~ since the execution of the above described Will. Decedent was possessed of personal property to the value of and of real estate to the value of None as near as can be ascertained; said real estate situated as follows ~ Therefore, your petitioner(s) respectfully applies for the probate of the said Last Will and Testament and for Letters Testamentary thereon, Dated July 15. 1980 Name and address of Petitioner(s) q; 2. of , ' A; ,{UcteL'" ',-, /:...- r;z...c,( Ul... 2' ;;(:6 -JiLL "'--.,,,....:. C ({,1--f ~~"".L'-:h'-" , B." /'10 ':I'::; U COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND ELEANOR B. ELLIS named in above application, being duly sworn according to law say(s) that the statements set forth in this petition are true to the best of her knowledge and belief. Sworn 'nd subscribed before July 15 19 80 ,-/, c' "*:2'(,. ~...,cr(' /:'J. C((,; .; me, ..., t-/~)" J _ ;: /~/;/ 1.( I- { '... . / / ,--,/ .. .;. ... J / ,/ / L .~' I / Register WILLIAt'1 H. SAYE July 16, 1980 STANLEY C. FELLOWS ~ Attorney: ~ , I CfJ 0 ~ E tJl o ~ 0 ~ tJl H o-l j ~ ~ ~ riI H o-l B . . E-t H fI:l f< ~ . ~ riI ~ <l ~ ~ .. ~ ~ ~ r.. . 0>< · ~ ~ 0 r.. Il " . . ~ ill ~ . p.. H Z I>: ~ ~ .; H riI fI:l 0 . . H H o-l f< U ~ 0 :;: riI ~~~ . ~ :r: ~ E-t . f-o . <ll rfl ~ .:x: H -, -. .... '. . .. , r LAST WILL AND TESTAMENT m: HELEN F. ELLIS I, HELEN F. ELLIS. unmarried, of the Borough of Camp Hill, cumberland county, Pennsylvania, being of sound mind, memory and understanding, hereby revoking any former Wills by me heretofore made, do make, publish and declare this my last Will and Testament in manner as follows. I direct my hereinafter named executor to pay all my just debts, funeral and burial expenses as soon after my decease as practicable, as well as all inheritance taxes, whether State or Federal, which may be assessed against my estate, or on any property passing as a result of my death, whether or not forming part of my estate, as part of the costs of administration. I make the following cash bequests to my niece Harriet McGee, 3827 Hillcrest Road, Colonial Park, Harrisburg, pennsylvania and to my niece Eleanor B. Ellis, 828 Hummel Avenue, Lemoyne, pennsylvania, I give and bequeath the sum of Five Hundred ($500.00) Dollars to each. All the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever sort and wheresoever situate, I give, devise and bequeath to my two brothers, namely, George E. Ellis, 828 Hummel Avenue, Lemoyne, pennsylvania, and R. Merle Ellis of Juno, Florida, share and share alike. Should either or both of my said brothers predecease me, then I direct that the same shall be given to their respective heirs also share and share alike. . . , .. OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA I RR: COUNTY OF CUMBERLAND \ This....,..........,..... ....,...~.~,~~.., ............ ........ ...... ..... day of ....................... ...J.~ly,.......... ................... A.D.. 19..a9... MARY E. LEWIS before me ~. Register for the Probate of Wills and granting lellers of Administration in and for said County of Cumberland. in the Commonwealth of Pennsylvania. personally came .............. STANLEY C. FELLOWS and MARY E. COOK ................................................................................................................................................................................ the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of .....................~~.~~...r..~...~~.~~.~............................................... Dated :........................................ late of .............~~9.m~A...... .......................................... ..,....................... ... Cumberland County Pa.. deceased h b. d I SWORN d' I d d ' h t they were w 0 elllg u y ........................................... accor mg to aw. epose an say. t a........................................ Helen F. Ellis present. and saw and heard the testa...t~;i..~..................... ............................................................................. i , i I t' I I sign. seal. publish. pronounce and declare the said instrument of writing as and for h.~.l':.......... Testament .and Last Will, and at the time of so doing .................................................was of sound and disposing mind memory and understanding. to the best of ...........ou;r............................knowledge. observation and belief. .........;?O/'!?;P........................... and subscribed before *...Q)2.ku;..&~~. .c.....CZ~{/.,c:,,_d:..... J: c' (. t , / ,J,., I (, . ;L/! ~ r........ .J......I...;:(..l......,.........~..Jli..;............... .................................................................................. _..<,1,,' ,. ~/' . ~v//</{./ /1'J///<t;.J../ ......t.,,::.!. .~k1. c..c..;..-;.,..;,(...........-:................................ . " . Register MARY E. LEWIS AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND \ ....,.......,.~.~!'!~~~E...~.~...!!!.~~~~........................................................ ....................................................being duly ...................~~~.~................. says that as nearly as can be ascertained the said decedent .......................... .................................................,..... .......................... ............ .......................................................................died on .............~.~~~.~~.Y................. the ............D~"'y:.......day of ................y~.:..(':!.,............... A.D., 19.2c. .- at or about .............1(::...'1.::::................ o'clock. f:/;M. ..............~~~~......................"..and subscribed this ..........................~.~,~~............. day of .....~.~~i(.......... 19.~!L.., before (;,~, , {:" c.L U C" .'\=...~:.::.:..~;.f:~.:.~:.(:....~:.I.'~~I.~......-;.~.-.~..~-;?-;-...................... L- :;,1' .' (I: -.."./ . J' , ~ ., ;' / /) . /, . ' .. , "'.) ""v.,t--4' '. / J.- /,<. toe..:..-- _~_. .R;;gi~6;:.._............................ ~'C'~ . "d ,c~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PI';NNSYLVANIA} ,. COUNTY OF CUMBlmLAND SS: Before me. the RegistCl' for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland. personally came ..........~~~.~~~.~..~.:...~.~~~.~...................................................... who. being duly ......~,~.~.~........... do .~.~.... depose and say that as.....~.~~~.~~.7.~~...................................... of the last Will and Testament of ............................~.~~~.~..!.:...~.~~~.~............................................deceased ........!~~........... 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 before me. ...........~~~:f...~.~............................. A. D.. 19~~........ ;, -) ./11 i --- . J v' / = // . ,;-; .".If./~t..Y ......../...f.. (..""~.~ .....k.....:<;.jC,~'.<.............................. ~. RJIIllI. Register 'l...li''''<'Moht..JJ..6..2.:LC':7.~............................. " .................................................................................. :..; oi :Ql :"' cg :tIl :Ql .-4r . " : Ql i~ u.. M (I) 0 :11= l/l: ....: .!<: 00 (I)' -l ~: 0 \0: r-: ~: 0 i'o 'Of: -l 1>1: lJ:l .-If ~ I: - . 0: - .: ~ u: >i (I): s: Iloo: &1~ .-4: I: ::I: .-4, z: .5 to): N: 1>1: Q' ~, "t:l 0: CO 0 ~[ Ql co: "t:l I Z ... If\: - 0 :II=~ N .B " Ql .s ... g>., "t:l ~ "t:l Ql "' C ~ ~ til .~ " r... DECREE Be it remembered that on the .........~~~~...... day of .................~.~~,r....................... A. D.. 1!P.~...... there was probated and recorded the last Will and Testament of ......~~.~~~...~.~...~~.~~~....................................... lateof.........S~P...~g.~............................................... Cumberland County. Pennsylvania. Deceased. Letters ."..............,.!~~.~~~~~.~~;(........ were granted to ........ ............ .~.~.~~~.~~...~:....~~.~.~~...... .... ........................ Witness my hand and official seal the day and year aforesaid. . /..' , .; ......, '/ "/' " ,/'., i ,; .,' l {', ...('.~ ............. .......C:..'h,r.....(.,.: ..~..:::...;.;:........... . ~.-x. Register. . . *' d /- fja-f7f' COMMONWEAI.TII OF PESNSYLV AN I A Department at' aevenue IICC-l>9-RI gSTRY INTO SAFI-; ImpOS I'r BOX TO IlEMOVE A WILL OR CEMETlmy IlEgll July 14, 1980 (Date 01' gntry) 1, Name of decedent: Miss Helen Ellis 2. Address of decedent: 2020 Market. St.reet., r.al11P Hill. Pa.. r 17011 3, Date of death: July 12. ,,980 4, Name and address of person who requested the opening of the box: Miss EleiUlOT"' R. Ellis. 828 Hummel Aylnue. Lemovne. Pa.. 17043 5, Name and address of the financial institution where the safe deposit box is 17108 located: COllDDenwealth National Bank 10 South Market S uare Harrisbur Pa, 6, Number of box: ~7fl-C 7, Title under which box is registered: Miss Helen F~lis 8, W8S there a will in the box? (Yes or No) Yes lJ, If yes, state date of will, name and address of personal representative, if nAmed in the will, and name and address of attorney, if any: Noyenber 27. 1974 Miss Eleanor B. Ellis, 828 Hummel Avpnu" , I.pmny"p, p" , 1704~ And now this 14 day of Julv certify under penalty of perjury that the to the best of my knowledge and belief, , III 80 . I hereby above record is correct and complete 2- ~~~u~ ~ . Signatur~~ ~ E. Vdlerid Lantz ~~er Print Nome aml Title . ':EV-UD .'-110) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REYENUE TRANSFER INHERITANCE TAX RESIDENT DECEOENT AFFIDAVIT OF FIDUCIARY (In'truction!i. on Roven(\' Side) !:;t, .' , ' ~, oJ" Estate of HELEN F. ELLIS Dote of Death July 12, 1980 Lost Address 2022 Market Street Social Security No, 172-01-3297 .. Camp Hill, Pa. 17011 Bureau FileNo. ;.z ! - X.Q -1/-'7 r (CITVt (STATE) IllPI Caun ty Fi I e No. l. Decedent di cd: July 12, 1980 ( ) Intestat" (without 0 will) (X) Testate (leaving 0 lost will--copy attached) 2. Is the filing of a Federol Estate Tax Return required lor this estate? Yes_ No X 3, (X) ~/Executrix ( ) Administrator/Administratrix Nome Eleanor B. Ellis Address 828 Hununel Ave. I Lemoyne, Fa_ 17043 (CITY) (STATEI (Zl~l 4, All correspondence should be moiled to (X ) Attorney ) Fiducl ary, 5. If on attorney is representing the estate, indicate: Nome stanley C. Fellows Address 700 Blackstone Building Harrisburg, Pa. 17101 List 011 sole deposit boxes registered in the decedent's individual nome! or jointly with, or os on agent or deputy of another, or in decedent's individual nome with right 01 access by another os agent or deputy, Include the nome and address of the bonk or ather institution where the sole deposit box is located, the nome (s) in which the box is registered and the relationship 01 the joint holders to the decedent. (CITY) ~~TATEl (ZIP) NAME AND ADDRESS OF BANK OR OTHER INSTlTUTIDN IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX NAME OR NAMES IN WHICH SAFE DEPOSIT BOX IS REGISTERED ~ELATIONSHIP OF JOINT HOLDERS TO DECEDENT Commonwealth National Ban Main Helen Ellis Harrisburg, Pa. Under penalties of perjury, I declare that 1 hove examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief it is true, correct and complete. .E.c-~~ ~. WLA october 3, 1980 SIGNATURE OF FIDUCIARY OATE , . PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritnnce and Estnte Tax Act of 1961 provides that the lollowin~ persons shall prepare nnd file a return: a. The personal representative of the estate of the decedent as to ploperty of the decedent administered by him and such additional property which is or may be S'.Ibject to Inheritance Tax nl which he/she sholl hove or acqui re knowl edge; b. The tronsferee of property upon the transfer of which Inheritance Tax is or may be imposed by the 1961 Statute, including a trustee of property transfelled in trust, provided thnt no sepnrate return need 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 w:th the Re~ister of Wills of the county wherein the decedent resided, 3. TIME FOR FILING The return is due nine months olter the decedent's death, unless on 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 Slntute provides thai" . . .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 01 like amount are recoverable by law." 5. TAX RATES Inheritance Tax is payable at the rote of 6%on transfers to lineal descendants, such as father, mother, husbond, wife, son, dau~hter, grandchildren, ~randporent, son-in-Inw nnd doughter-in-Iaw and nt 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 thereofter 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 01 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 a~ainst 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 makes a lalse return or report required 01 him shall, in accordance with Section 793 of the 1961 Stotute, be guilty of a misdemeanor and, on conviction thereof, sholl be sentenced to pay a fine not exceeding Sl,OOO or undergo imprisonment not exceeding one year or bOtll. . "'REV..450 (1-eO' COMMONWEAL TH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEOENT SCHEDULE "A" REAL PROPERTY (Instructions on Reverse Side) ESTATE OF HELEN F. ELLIS DESCRIPTION ESTIMA TED MARKET YALUE DePARTMENT VALUATION (OFFICIAL USE ONLY) NONE TOTAL THIS PAGE Ncnu ~ QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any tmnsfer of any material part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No".) 2. Did decedent, within two years of death, transfer property from himsell/ herself to himsell/herself and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) - 3. IIlhe 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 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 Iherefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "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 lifelime make any lransfer wilhout 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" ,) b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "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".) 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".) 9. If the answer to eight above is "Yes," was the power to aller, amend or revoke lhe in Ie rest of lhe beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No",) REV-4!1i3 (1.80) SCHEDULE "0" . . 'COMMONWEAL TH OF PENNSYLVANIA BENEFICIARIES OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX nESIOENT OECEOENT (Instructions on Reverse Side) Estate of HELEN F. ELLIS BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH niece yes legal $500.00 bequest 3827 Hillcrest Road Colonial Park Harrisburg, Pa. Eleanor B. Ellis niece yes legal $500.00 bequest 828 Hummel Avenue Lemoyne, Pa. George E. Ellis brother yes legal 1/2 residue 828 Hummel Ave., Lemoyne, Pa. R. Merle Ellis brother yes legal 1/2 residue Juno, Florida The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH I' I ,..;.;;~\1!~ REV~S4 (1.80) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEOENT ~~ ~tr SCHEDULE "En JOINTLY OWNED PROPERTY (Instructions on Reverse Sidel Estate of Helen F. Ellis P TOTAL E VALUE OF DEPARTMENT ITEM R DESCRIPTION MARKET lj, DECEDENT'S VALUATION NO. VALUE N INTEREST (Official Use Only) T NONE .- " .--.. '':~ - . _.; .'~ " 01 TOTAL THIS PAGE N~ . . . INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Schedule "E" must include all property, real and personal, owned by the decedent jointly with another party or parties as joint tenants with right of survivorship. Both tangible and intangible property are to be included. List real estate first. 1, Describe all real property as indicated in the instructions for Schedule" A". Describe all personal property as indicated in the instructions for Schedule "B". Include the name. address and relationsilip 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. . If) ... C "d 0 ('l ;.- t'1 > :;; e z ;.- 0 0 0 '" 0 - Cl ('l c: 0 -l Z ,.. Z t"" t:'l ;.- 0 - 9 t"" t'1 r. z ;:;l - 0 z Z t:'l -l t'1 -l ~ - p 0 -l -< IJl t'1 '" ..... z 0 IJl 0 -l 8 0 ":1 I ":1 :>:l ~ I >- 0 ,[6. -l "l - "l 0 5 () () N I@ z II I~ 0 >- N I:"' r- i'O N !;l C 1'1 ::r: :;: '" I-' .... III "l m III I-' ~ , 0 ::l I-' Z Q. 1- CD t'l ~ I rt I:"' -< -< "tl I:"' ~ I III (Jl H t'1 m I' rt (Jl >- ;.- '1 :>:l '" I~ CD I-' CD \0 rt (Xl l~ 0 REV-Cl!IC EX.+ HI-eO) File Number Estale Nome Dole of Oealh Social Security Number INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONL YI 21-80-0478 07/12/80 ELLIS, Helen F, 172-01-3297 REPORT OF INHERITANCE TAX APPRAISER G] Original o Supplemental o Remainder I, tho und.rslgn.d duly .ppolnt.d Inh.rlt.nc. T.. Appr.I..r In .nd I.r tho C.unty.1 Cumberland P.nnsylv.nl., d. r..p.ctfully r.p.rt th.t I h.vo .ppr.ised tho r..1 .nd p....n.1 proporly .. report.d In tho I.r.g.lng r.turn .t tho v.lu.. s.t forth oppo.Ue each Item in the last column to tho right in Sch.dules "A", "8", "COO, and "E" Dated: December 18, 1980 INVENTORY Real Property (Schedule A) Personal Property (Schedule 8) Joint-Held Property (Schedule E) Transfers (Schedule C) TOTAL GROSS ASSETS Lou D.bts and Oeductlons (SCHEOULE F) CLEAR VALUE OF ESTATE o Life Estate o Annuily FOR \ISE OF REGISTER ONLY TalC on $ TalC on S Tax on S Tax on $ Tax on S ElCcmpllons Total Estate Leu Crodlts OATE OF PAYMENT VALUE AS APPRAISEa coaE $ ~ TOTAL TAX INTEREST FROM BALANCE AMOUNT PAlO S INTEREST FROM None 00+ 27,582 31 10+ None 20+ None 30+ 27 ,582 lL 40- FACTOR 6% 15% TO J)'J Mfa rlf'r- ;" Hi I INHERITANCE TA.X. A.PPRAISER ADJUSTMENTS (HARRISBURG USE ONLYI PRINCIPLE COOE --- REMAINDER APPRAISEMENT CODE 92+ 93- VALUE COOE COMPUTATION OF TAX $ $ $ $ $ S $ $ TAX CREOIT s REV.457 (1.80) 1I0MMONWEAL TH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEOENT INHERITANCE TAX APPRAISEMENT .~- ~ - --- - Estate of ELLIS, Helen F, File No, 21-80-0478 County Cumberland Date of Death 07/12/80 In the event that any futurelnt"ert in this latate Is transferred in possession or onJoyment to eoUat'nel heirs of tho decedent alter the expiration of any estate for lit", Dr for years, tile Commonwealth hereby 8)(pressly resorves the right to apprniso and assess .ranstor Inheritance taxes at the lawful collat,rel rate on Iny such future Interllt. PROPERTY REPORTED BY THE ESTATE DEPARTMENT'S APPRAISED VALUE 1. TOTAL REAL PROPERTY - SCHEDULE "A" . . 2. TOTAL PERSONAL PROPERTY - SCHEDULE "B" 3. TOTAL TRANSFERS - SCHEDULE "C" . . . . 4, TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E" None 27,582,31 None None TOTAL REPORTED PROPERT" 27,582,31 PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH TOTAL UNREPORTED PROPERTY TOTAL GROSS ASSETS 27,582.31 LIFE ESTATE OR ANNUITY CALCULATION I do hereby certify that the above appraisement is mude in conformity with Pennsylvuniu law and has been filed this day with the Register 0 I Wi lis. .JJ'JI",,,;,, )':I1/1'/(0 .,r.. ) APPRAISER 12/18/80 Invontory of tho rool ond porsonal o.Ialo of HELEN F. ELLIS docoasod. NO REAL ESTATE PERSONAL PROPERTY COMMONWEALTH NATIONAL BANK Checking Account 112-323387-5 opened 2/2/68 1,176 30 8,680 49 16 65 2,000 00 l' 61 13,000 00 9 39 197 00 182 55 Evergreen savings Account 11-0011108-5 opened 10/8/73 accrued interest certificate of Deposits 11-4621 issued 1/8/78 interest 13-5191 issued 10/8/78 interest Furniture in Apartment, sold Furniture sold by Bricker, auctioneer TOTAL 25,263 99 COMMONWEALTH OF PENNSYLVANIA COUNTY 01' CUMBERLAND L J 55: ELEANOR B. ELLIS boing duly SWORN ____ according to low, deposos and says that She is the Execut.~~_._........._. .____ 01 the Estato 01 Helen B. Ellis lato 01 Camp Hill , Cumborland County, Pa., decoased and that the within is an invontory mado by _._.E.l~ean~E.~' Ellis__ _ __ ____, the said Executrix 01 tho cntirc ostate 01 said decedent, consisting 01 all the personal prop..ty and roal estato, excopt real os,"t. outside tho Commonwcalth 01 Pennsylvania, and that the ligures opposite oach item 01 the Inventory represent it's lair value as of the dato 01 decedent's death, ---------------------- .--~----_.. October 3 19 80 .n'd,~~/6~~ E..cutor.~ Sworn and subscribod boloro mo, 828 Hummel Ave., IMRn. ( Mr CDtnminiclf. tlcro",huo? ~,\ Notary . Notary Pu~h, h~:.'lJ ~rj>l. 18. 19!1 ;:,.". (-..:rl', Lemoyne, Pa. 17043 Addr." Date 01 Death 12th July Month . 1980 O'Y Yu, INSTRUCTIONS I. An inventory must be filod within three months alter appointment 01 personal representative, 2. A supplement inventory must be Iiled within thirty days 01 discovery 01 additional a..ets. , 3. Additional sheets may be attached as to personalty or realty 4. See Article IY, Fiduciaries Act 01 1949. .1.v C'- < :J-- I >- -0 ......... m ~ W ~ ~ S .. w " Q. U .. 0 III 1Il " 0 w w C '" ~ IX H .. I- J: Q. H Q. C .... ..J U. .; ~ Z ji 0 ~I 0 u. ..J Q. ~ W 0 00( ,;. > Z IX . Z 0 c c " .; r - III Z 0 IX , U I Z w 00( ~\ ... Q. "tI ~ c .. (il' - ;: :r:' 0 " , .ll " E "tI -" . ..!! 0 .. " 0 .... U u: '" ZS: ll'd Oll:xJ Oll. COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT *' COUNTY FILE NO: ;( /- y() - -'/7 i'" OATE I " /11 //.., '" /.or:o . / / I ~/'j~/}). ~~.I....../.; /,07 " I / -", /" 0' "'j/' ......; J-t.. ' /'Y''Ph:''-J, ~:/. f.. .L ':./--1 J TO: ;,j ( 'I . (. , -I' J (~ .-(..(,,(,4./ /~/ ESTATE FILE NO. c.:{ 1- ::;1) - ,y!?:J' , . L /..1 I ';'///1-"1/ ?/.f-,/ ~ 4~ .(.I-..-".-J t;;.;;. tI COUNTY &~~ . /' /Ij() / OATE OF DEATH \ // v Appral.ed Value 01 Estate: Real Estate $ + 2/' //4':/..3 / / Personal Property + Jointly Held PropertylTransfers '/7 ,..,- J ;< / $,;.< :Ji(. .,1 / /tJ '/ /. /~; / $./2/)7/ /Y / Total Gross Estate Total Approved DeduC1ions Clear Value 01 Estate Less: Approved Charitable Exemptions $ 2:1;;7/ / [( " Clear Value of Estate SubjeC1 to Tax Amount Taxable @ 6% Rate $ I~'d 1;-;;, / /( / tax due $ Amount Taxable @ '5% Rate lex dUB /iAJ..? ?~. t, 7 / $,gq 7t'0 7 TOTAL PENNSYLVANIA INHERITANCE TAX DUE * * * * * .. A fivB percent discount totaling 8 will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PAYMENT AMOUNT PAlO OISCOUNT INTEREST TAX CREDIT //-/o-/?u $x/,11./? + d~-/15-:' $ = $ ,?dJ),!?93 + = + = Interest accrues al 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 ,:-;'-11. 71 $ BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE Assessed by: ,I, ~~.::::,:~':.. 7i~"Z"L INFORMATION To Insure proper credit to your account, the name of the estate and file number should be clearly print- ed on the check or moody order. \ This assessment is made in accordance with Section 708 of lhe Inheritance and Estate Tax Act of 1961 (72 P.S. p485.708). To the extent that inheritance tax is paid within three {31 months after the death of the decedent. a discount of five (51 percent is allowed (72 P.S. !i 2485-7161. Inheritance Tax. other than tax on a future interest, is due at tile date of the decedent's death and becomes delinquent at the expiration of nine (91 months after the decedent's death (72 P.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. ~ 2485.712). Calculate interest from tho delinquent date shown on tho 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 .02S 8 months .040 11 months .055 3 months .015 6 months .030 9 months .045 12 months .060 1 days .00017 11 deys .00186 21 days .00352 2 days .00034 12 days .00203 22 days .00369 3 days .00051 13 days .00220 23 days .003B6 4 days .00068 14 days .00237 24 days .00403 5 days .00085 1 ~ days .002S0 25 days .00420 6 days .00101 16 days .00267 26 days .00437 7 days .00118 17 deys .00284 27 deys .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 (601 days after receipt of this Notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961 {72 P.S. ~ 2485-10011. Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: REV.455 (1-eo) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS * ~ . . r,. \. . Estate of HELEN F. ELLIS Date or Death .Tn] y I:!. ] qRO WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: File No:.:y! - ? 6- If'lf Claimant Relationship to Decedent Claimant's Address ITEM DATE NAME OF PAYEE REMARKS AMOUNT NO. 1 Register of Wills Probate 26.00 2 Wormleysburg Fire Co. Ambulance service 35.00 3 P.P. & L Bill 11.63 4 Clara E. Hoffer Apt. rent for August 120.00 5 Dr. Edwards Famil sicians Service 19.00 6 Musselman Funeral Home Service 2 045.92 7 P.P. & L Final bill 15.28 8 WIn. A. Sullivan, MD. Service 51.00 9 Harrisbur Assn. pe etual care 173.30 .", 10 R.J. Romber er En rave marker 35.00 11 Re ister of Wills Filin Invento :':\ 5.00 ister of Will s Filin ...., 3.00 12 Re Debts and Deductions .:;., 13 Eleanor B. Ellis Execut~ix commission '.~ 1 263.00 14 Stanle C. Fellows Attorne 's fee 1 263.00 15 Ma E. Cook Nota 'Ji 5.00 TOTAL 5 071.13 TOTAL THIS PAGE I hereby ce:tify 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 'l:itate as deductions for Inheritance Tax purposes. a.-. " n-'tJ 13. P. (J,./>) Oct. 3. 1980 SIGNATURE OF ATTORNEY/FIDUCIARY DATE OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ ;;-/J 1 j, /.3 I AT - jfJ PERCENT. ov"J../ /.J - ,';;2-rv DATE GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate, 1 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 S2,000 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. t: "d 0 ('l > t:1 >- ~ > 0 0 0 '" C Z Cl ('l C 0 ~ Z s: z r- t"1 t:1 ;>: z 9 9 r- z :;::l -l Z Z t'l -l t:'l 9 9 -l -< '" t'l - '" Z 0 '" 0 -l 9 ":'J ":'J '" ~ ~ 0 - 'T1 ~ 0 'T1 N n N - &n ~ 0 Z ('l - i N f-' >- - N C1l 12 i:l t'" ::r: s: c (;) C1l 1-" llJ "J <Il - ~ f-' ~ t:1 f-' 0 0- llJ ~ III t>:I Z 8 i:l (1' f-' ~ Po 'Cl f-' -< -< ~ llJ en 1-" ~ . (1' l/l t'l trl Ii > > III '" '" III f-' rt \D (Xl 0 INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicate the claimant's nal'1e, 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. INFORMATION To insure proper credit to your account, the name of the estate and tile number should be clearly print- ed on the check or money order. This assessment is made in accordanco with Section 708 of the Inheritance and Estate Tax Act of 1961 (72 P.S. ~ 2485.7081. To the extent that inheritance lax is paid within three (3) months after the death of the decedent, a discount of five (51 percent is allowed (72 P.S. ~ 2485.716). Inheritance Tax. other than t8X on a future interest, is due at the dalo of the decedent's deBth and becomes delinquent at the expiration of nine (9) months after tho decedent's death (72 P.S. S 2485-711). Inheritance Tax on B future interest is payable within three (3) months after the transfer takes effect in possession and enjoyment and is delinquent thereafter (72 P.S. ~ 2485.7121. Calculate interest from the delinquent date shown on the face of this form to the date of actual payment using the following interest table: --------------------- ---------- -- - - --- --------- - - --- - --- -_.- ------- -- - - - -- -- 1 month .005 4 months .020 7 months .035 10 months .050 2 months .010 5 months .025 8 months .040 11 months .055 3 months .015 6 months .030 9 months .04S '2 months .060 1 days .00017 '1 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 1 4 days .00237 24 days .00403 5 days .00085 '5 days .00250 25 days .00420 , 6 days .00101 ' 6 days .00267 26 days .00437 7 days .0011B 17 days .00284 27 days .00454 8 days .00135 1 B days .00301 28 days .00471 9 days .00152 19 days .00318 29 days .0048B 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 of 1961 (72 P.5. ~ 2485.1001 I, Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: l~j, ._-___ .__ '. ". ' . _ ',_ __ .. ___ n _ = -4'" - t;j~I~~1{;~~fJ@?<;f~}~;';!'," .> COMMONWEALTH OF PENNSYLVANIA i., " . ~t;II'OnOl10:::'::" .;' ,." DEPARTMENT OF REVENUE 4 ~~1)".f':'>"" . 'OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX 1("".."""",.":.,.,,./,..... . " . , It = III 'J.. . , TAX AT 6% TAX AT 15% 1 . ,RECEIVEO 1\ FROM AOORESS Ilea""" B. 8111a 00 2 ~ aanubUV. Pa. TAXAT_% ESTATE TAX 347.74 17101 TOTAL TAX CREOIT .--EsTATEINFoiIMATiciN7JU1Y--1Z--i,io---------- OATE OF OEATH · FILE NUMBER 21-80.....78 .Tan\I&Z7 12. 1981 DLIJI r. ELLIS cuabedaJl4 TOTAL AMOUNT PAID 347.74 LESS DISCOUNT PLUS % INTEREST (FROM TO_I OATE OF PAYMENT m m NAME OF OECEOENT , COUNTY ------------------------------------------ POSTMARK OATE REMARKS: -PAID I. FULL- SEAL RECEIVEO BY /, / ~./ . " , I v./, / / / / ,..U/ '-- . ./I/'/A/!..L/ . . '~~;~wi1-1a I REGISTER OF WILLS .~~-------------------------------