HomeMy WebLinkAbout80-00485
21.80
No.
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
485
In the Estate of
I;,J It l r 1= fI...
8 ru Al 17)";
, deceased.
To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania.
Petltloner(s) 14 (are) the execut ~ n c, named In the Last Will and Testament of /,,/ A- '- re (L
~I Ni7i1lJ dated (}er. 6, L~tjl/
Decedent was a citizen of the United States and a resident of ^r/~"'1 i!...lJt11U: 11- L It-N i)
Township (Borough), Cumberland County, Commonwealth of Pennsylvania,
d
Decedent died on ~Ti)(l. V "I' the ') dayof,) IlL if A.D. 19..fL2..., In the
County of e. u 111'j e-(I. LA-fJ 1) , State of P,4 at the age of ~ years,
Decedent has (has not) been married and has (has not) had children born to him (her) since the ex-
ecution of the above described Will.
Decedent was possessed of personal property to the value of I fl, 3 (JV
and of real estate to the value of
J?) rr+tJ
as near as can be ascertained; said real estate situated as follows 3? n (.;..:-4 R y S-r
tJ E\A) r V t1 ~ ~R LJ>nJ p, PA,
Therefore, your petltloner(s) respectfully apply(les) for the probate of the said Last Will and Testa-
ment and for Letters Testamentary theron.
Dated July 16, 19BO
Name and address
of Petltloner(s)
,~,
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF CUMBERLAND
J7M)L L. ?) Kl U-rO fJ kNl>
ss
,)A,H e-S
L.
13 RI \\) TD 1\)
named In above application, being duly .5 /.Iln l\ '1J according to law say(s) that the
statements set forth In this petition are true to the best of TIl e./ ~ knowledge and belief.
sworn and subscribed before
&/tc
Filed: July 17,
1980
Attorney
~
/1-9.s-- z-
..0.
,
WILL AND TBSTAMENT
A. K. Clemens, Court Library, Harrisburg
11.
Il E,'T CU'.\BERLIIND,
WALTER BllINTOll
of
in the Count)' of CIJ'.\BERT,1lj-lD, and State of Jlennsyh'unin. being of sonnd miml.
memor~' nnd understanding, do make nnd puhlish this m)' Inst will nnd testamcnt, hereh)' revokin~
IInd Illuking void ull forlller wills b)' me lit lln~' ti me heretofore mnde.
And first. I direct thnt my funeml he eouducted in manner corrcsponding with my cstutc u1llI
situation in life und that nil my just dcbts and funcral expenses be fully paid amI satisfied us soou lIS
conveniently may be nftcr my decease.
As to such estate as it hath pleased God to intrust me with, I dispose of the snme as folluws.
viz:
And second, I give, devise Md bequenth unto '1Iywife, ),label A. Brinton, all my
Real, Personal or Mixed Pronerty of whatever nature and "Iherever situated.
And third, if my wife, i,!abel A. Brinton should predecease me, then, I direct that
my Real Estnte be sold nnd the maney derived from such s:1le or sales shall be divided
share and share alike among my follol1inC children.
James J" Brinton, Son - Pa',11 L. Brinton, Son
Gene L. Brinton, Son - Mrs. Geral dine ~\lartson, Daughter
And fourth, I direct thot my Perooml or !.lixed Property be disposed of by my
Executors in the best \vay that they see fit.
And I hereby nominate, constitute and appoint my sons, J'lOS L. Drln~on
and Paul L. Brinton
Exeeut ors of this my last will and testnment.
In Witness Whereof, I WALTER BRINTON the
Testnt or , have to this, my will, written on one sheet of pnper, set my hand and seal, this
---FIFTEEJ,jTH--_ dal' of ---OcTonEH----_ A. D.
One Thuusand Nine Hundred and ~'ifty-~'our (195h).
......r:I){~.....~q;1.,{..."..,..,..,.,[SEAL]
Signed, sealed, published and declared b~' the above nnmed WfJ,'j',':R nTlINTOl!
as nnd for his last will and
testament, in the presence of us, who have hereunto subscrihed our names at his
request as witnesses thereto, in the presence of the said 'I'cstntor and ot eaeh other.
rJl.41.d::f~,..,...zf.......!.. (~:f",~-1.. '" ~&~
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WILL AND TESTAMENT
A. K. Clemens, Court Library, Harrisburg
lt
liE:: CU',IBERLIIi'lD,
\'(ALTER B.lJ.IlITO!l
of
in the Count), of CtJ1.IBSIDAND, and State of Pennsylvunin. being of sOlmd miml.
memor~' nnd understanding, do make llud publish this my lnst will and testament. hereby revokinH
and mnking void nil former wills by me llt an~' time heretofore made.
And first. I direct that my funeral be conducted in manner corresponding with my estute nnd
situation in life and that all my just debts nnd funeral expenses be fnlly paid and satisfied ns soon ns
eom'enientIy may be utter my deeense.
As to such estnte ns it hnth plensed God to intrust me with. I dispose of the same as follows,
.
VIZ:
And second, I give, devise iUld bequeath unto my wife, J.label A. Brinton, all my
Real, Personal or Llixed Pronerty of whatever nature and wherever situated.
And third, if my wife, l.label A. Brinton should predecease me, then, I direct that
my Real Est'lte be sold and the money derived from such sille or sales shall be divided
share and share alike among my followin(; children.
James L. Brinton, Son - Paul L. Brinton, Son
Gene L. Brinton, Son - J.!rs. Gel'''' 1 dine Hartson, Dau(;hter
And fourth, I direct thot my Per conal or Mixed Property be disposed of by my
Executors in the best way that they see fit.
OATH OF NON.SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA} 55:
COUNTY OF CUMBERLAND
This, the
'71--i.:r-kC_AL'DL_- ,
day of
..\l)i'1
A.D, 19'iO, before me, Register for the
Probate of Wills and Granting Letters of Administration In and for the county of
Cumberland, in the Commonwealth of Pennsylvania, personally came ('/ AIUe C;~
~.4I< F fl ,4.11I,.) H 4/l.Y- t;'
l?- ~LP.)f~).L
who being duly
according to law deposed and say that they are well acquainted with
the handwriting of --iAJ-/l4C/1
/')ALIV-U)J.,J
whose name is attached as
to an instrument of writing
purported to be
the Last Will and Testament of
---.liJLA1"'~fL
late of fJP-'l4./
gill IJLm-1J
(' 1/ 11 >>-&1U..It-/.JJLt_2I1'
, deceased
and that the said signature is true and genuine, and that the said I.JIJ-L Tr-I?
lH.. f 1J 17) JJ
is now deceased or absent
sworn
and subscribed before me,
this
16th
day of
July __A,D, 198~
?1J1/1Ad fl.. ,~<-~~u
--4-f{ Register
'- ~,..( C. n' ,
x. lr{oA--~_'/)'Ut 7:::./
v-(li!:L -<I 4L ~
per
Deputy Register
. . . .
.
OATH 0.. SUBSCRIBING WITNESS
COMMONWEALT~ Oft~NNSYhVANIA I ss:
COUNTY OF CUMBERLAND r
: T.'
. -,":
,'.: .':. ' J
.,,' .
,0,,19 fO ,
n and for said Counly of Cumberland, in
purporting to be th~ last Will and Testament of
/1) I (tl~'1
late of
Cumberland County Pa" deceased who being duly
r~L.forz. /J
present, and saw and heard the testa T" z.
n, scal, publish, pronounce and declare the said
instrument of writing as an
lie
Testament and Last Will. and at the ti
was of sound and dis sing mind memory and understanding, to the best of
knowledge, observ ion and belief,
and subscribed before
Register
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA! ss:
COUNTY OF CUMBERLAND ~
---Y AIIL Lr: ' , -rd~ l rJ ID ,,; kN'f) ,) A-f1 eS
L. 612/ tJTlItJ
being duly
'? tAl rd, l\J
IftI'A-L- r$./L
f3Rtt.JlOl\J
says that as nearly as can be ascertainecl the said decedent
died on
~f-rl} (1..VAV
'ic.t
day of
JVLV
A,D.,19l1',
the
at or about
7:h
o'clock,
tTM,
sworn
and subscribed Ihis
16th
day of
Julv
19, 80 ~fore .
hi {!
r~~d
Registcr
C""..,...,
'fl'v.;' (
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
,
COUNTY OF CUMBERLAND
Before me, the' Register for the Probate of Wills and granting of Lellers of Administration in and for the County of
Cumberland, personally cameJ AI! L L Bel f\11/)/,)
L, f3 (2 I UtDl..J
k,j'b
, I ~t1cC,
who,beingduly .5LJO~N ,do
depose and say that as
rvr-I',)T"O(2S
.
of the last Will and Testament of
LAI,l-1 (1':'tP..
1', f- I JJ iD tV
deceased
17ft: y' 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. .., ~J o~ tJ and subscribed before me.
July 16
80
A.D., 19_
~Jku' e, .y/<~;/
( Register
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DECREE
Be it remembered that on the 17th day of July
recorded the last Will and Testament of Walter Brinton
80 '
,A.D.,19_, there was probated and
New Cumberland
, Cumberland County, Pennsylvania,
Deceased. Lellers Testamentarv were granted to
Witness my hand and official seal the day and year aforesaid.
Paul L. Brinton and James L. Brinton
q~I/1#f (d~, tJ5~ .'
h . R"ilster .
late of
... ~ . .
..
.
BF&R
Docket No. 1- t7,79~
IN RE: (st. of W~lt~r BrInton
Culltlnl.!lnd f.QlJnty
F'l.lul t. Crfntml. C(,..E't~c.,t:~)r
PETITION FOR REFUND OF Transfer Inheritance Tax.
AND NOW TO WIT
A. O. 19
, I certi fy
that the following is the action of the Board of Finance and Revenue
of the Commonwealth of Pennsylvania in this matter:
"And now to wit
Ilpl'll 16.
A. O. 19!H ,
"A refund f l\ hereny !1r(mt~d f n t.he <'fflOUot of :;;" 5. 63."
,I'
BY ORDER OF THE BOARD OF FINANCE AND REVENUE
State Treasurer, Chairman
Audi tor Genera 1
Secretary of Revenue
Attorney General
General Counsel
Secretary of the Commonwealth
ATTEST:
~ / ~
-- //,'.-
, '/ / r" , '_',' . ~,
. C:./ . . L~~( - ...... ...~--~ .a
,.' f
. ,
Secretary, Board !!!/Fi nance and Revenue
Mai 1 ed to:
Hr. Pr:IJI 1.. llr1ntGli
7 i'fmhF.lrlnnd
11.m-; C:u:rbp',rhmd, P~\ H070
on
RTF' / JC$
I
,
i
. !
REVoot07 EX (HO)
ESTATE OF
COUNTY OF
'.
"-
INHERITANCE TAX REFUND CALCULATION SHEET
W..8.L.'R.L-:B R...I NJ:~
Q.~ULS}Jr.
I /~/1I.1
STATEFILE# _.:11 fUl-O'lSlS
DOCKET # I "7 7 ~ S
DATE OF APPRAISEMENT
REAL PROPERTY
$
,3Lt-SOO.OO
'41'3_3~'
PERSONAL PROPERTY
TRANSFERS
-D
JOINTLY HELD PROPERTY
-. -
GROSS ASSETS
,-/5 l.33, ~ ,
I
1/094. CO
3~)S39 .9/
LESS DEBTS AND DEDUCTIONS
CLEAR VALUE $
TAX@6% -L"'"i5%
$
~~ ..39
I '$.~:J..
LESS 5% DISCOUNT ON $
~ ,:ll J..3q
PLUS 6% INTEREST FROM:
NET TAX DUE
LESS TAX PAID
REFUND DUE
TO:
$
~, ,q~ .71
;2,,_31:J. . 40
l/s.l63
"
CALCULATED BY: (l. ~. . 4~
REFUND CLAIMED: $ -LL~::l
DATE: 4i~'
REFUND DETERMINED: $
115.(.,~
il.o_~ _ ~. ~ ':>;Ct I q p-tJ
REYo440 0-110) '?5!'
COMMONWEALTH OF PENNSYLVANIA AFFIDAVIT OF
DEPARTMENT OF REVENUE FIDUCIARV
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
.
.
"
. ':
*
(Instructions on Reverse Side)
Estate 01 vJJ\ L\E\~ ~ \~ \ 1'-1,' '\ tJ
Last Address -') 20 6E 1\ R'I A \J EtJu c: _
~E.vJC>J\l(i\\7'K.\..rlt-..:.\) "\"),,, , \ 7U7G
(CITY) (STATE1 I (ZIPI
Date 01 Dea th
j~l..LCI '-) \9AD
Social Security No. _~ R
Bureau File No.
County File No.
,
c.'
,vc il !i':';
I. Decedent died:
( ) In testata (without a will)
('I- ) Testate (leaving 0 last wi II--copy attached)
2. Is the filing 01 a Federal Estate Tax Return required lor Ihis estate? Yes
No 'I
3. ()<) Executor/E-l<ecutrix
Name ~F\\.IL
( ) Administrator/Administratrix
l,t'J\? il,IT"r-J
.,)nMC:'i. L.I\i21tJ1uU
Address..J T\ ~ln"t"'12 LI"'-':' c..
t\\ E\\.J (\.1. 'I-\V., PI?LI'\~\) \1) l1ul,)
(CITY) (STATE) J IZ\f>1
C'
E.: LL' Uhl\.l.\('(t\) 2f1\<:.EE-r
\\\Ev\! C:"'\\V\\':,t=:Q,..AtS)) ~, nOlo
. I
4. All correspondence should be moi led to ( ) Attorney
( y) Fiduciary.
S. If an attorney is representing the estate, indicate:
Name
Address
ICITY)
:"lTA1"EJ
(ZIP'
List all sale deposit boxes registered in the decedent's individual namel or iointly with, or as an agent or deputy
01 another, or in decedent's individual name with right of access by onotner as agent or deputy. Include the name
and address 01 the bank or other institution where the safe deposit box is 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
NAME OR HAMES 'N WHiCH
SAFE DEPOSIT BOX IS REGISTERED
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
~o ,-
\
0~
1 ~ATE
I
.
,
REV.4'O (\"80'
COMMONWEAL TH OF PENNSYLVANIA
D.EPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "Au
REAL PROPERTY
(Instructions on Rcvcrsc Sidc)
ESTATEOF ~l'LI.~::LE~R'-N.IClb\
ITEM
NO.
DESCRIPTION
ES1IMA 1 ED
MARKEl
VALUE
DEPARTMENl
VALUATION
(OFFICIAL USE
ONLY
LOT 32- "ELOc..\<.I'IU\'('il~~:t:
320 GlE.A~Y A VENUE-
NEWCU\J\~ERl.+\.W\:> ~. 17070
\...0'\ $ rz..E.. 241 'I. 140'
T'No Sio~'f ~E.I'-\\-'\:)E\I'\CAE:\) 1='RAlI\E;..
\-kx-t::'t \.lJrn* i='R~'C- 6f\'RPo<'\.'I:::.. ..tv,12E.1\1C..
OF- ---r-='RO?l:.R"{ ,
\ f:X::J 10
1 ~11')Oo~
~t!-Jf.ld.
1i'TL.E... O~\)E;.E.1::> vJP,L,ee. \)~~N ""I:J~ kft6f:L
~I<.. N",,~ l'::E.i::: tA - 20
-:.pp"c..E. ~\(""~ 10
I!I /J1l;J I If. 1& W I
TOTAL THIS PAGE
.3/ /;-00,00
~
, ,
.REV.451 0..80)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
, RESIDENT DECEDENT
Estate of
ITEM
NO,
t.
2"
3.
q.
5"
(;,
1.
8,
9.
10,
I\.
/2-
1'3
1'-\,
\ .:;,
lie.
Il.
20,
'2.-\'
2l,
SCHEDULE "B"
PERSONALPROPERTV
(Instructions on RcvtJrst.' Sido)
vJ I\L IE \<... 'DRI\,-'fIOk\
DESCRIPTION
UNIT
VALUE
V~h;;I\R '/J G A PI' 1\ el'::: L- (\1...\" ~\Sf" \..., \.......~O~ ) 0
Jew Ii': LE!2.'-f - (,,"'.1\.......:0. Di-J~-\ (p,,,, ""LI'> GJ <...."" ''''/) 0
~\:'\..l'S.c::..HoL\') Gc....('\)~ (P.A~flll'~~, .')I~.JI::'~ ......./~I":::)
~,^G'"
TOOLS CV"""'I"'-"<;,)
i=',2u u-r 'EEt:> e"o....~ ':" '~..-<' . ,
-.) - \ '1 "P\t::L"!,";
tv'\\\)\).....Q. "B.€O (!l'C)',--\ ~;)E--r L\ '~l.{ (" l! ":;.
~e:AvZ t)r.;:1) l<-OOM. 'S.:o....r ,:,\ ~."'<...,'>
L... IV II\.! 6 K",o,,", So FA-'+ 2- S4"f'k~ <: \\'"''''
E W ~ II>'\'!:>'-"::'" ("L \') \ '" L" " ")
1-\'" "'to ,,-,\p. \) ,;; C LOLl"-
l<aVo...., ~ 1.'1p'>"'e...
1)\!oJ..:I....l G '\?oc,..", ,f\'':,LC,'+ Co, L \""..,.,
"'i2 ~___
\-:>;.l,-\-\=.- \
Cl-\' 0..) '" C.Lu'SC=.,
~
t~OI<:..c..(-\'S E-
KITC'\""...', 'l) \ t-lE'-'-I~ Sr:=:T ~ LI C .'\ ""C S
,g.
S-ro\l €- I G,A':>
10,
KE Pf2., (..iZ-a. f'-n.)\L
S'l2"')t0(, t-h'lCi1',..,)(O,
,....,Ii\<;;i-\,"-'G 1\\f'c;",...Ii::_
TL'~'--;' , ('vl,-;.c
TOTAL THIS PAGE
ESTIMATED
MARKET
VALUE
-r..)
- (.)
~~Z z..O,":"t1..
- 0 -
~~
2.., 00
.).....,-
"12. 'S,~
SO,~
-So,O.S-
::~). 0,-'
3(.'1.0~
2.L:IO .l.1~
Z.5~
'7 ~ ".E-
2-S"~
'5(."'IOD
10"0
i-."
'),
.....,-DO
1';)-
'7");'>'0
lo~
"1c,~
2_o(..~~
'I 12. Sc.~
*'
DEPARTMENT
VALUATION
(OFFICIAL USE ONL YI
REV,'51 (1.80) ,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
,RESIDENT DECEDENT
SCHEDULE "8"
PERSONAL PROPERTY
(/nsrrucrions on Reverse Side)
I Estate of ~NAL-rE/c 13RIN7DN
I
, ITEM
NO.
~3.
,-..J-
2-~.
;Up,
;2..7-
28,
29.
SA,,,, l!JuS Ac.c6v.iJ"'f CCIo...fl':.
$1"1':/1/2,5<'''../ .-9~<= C41/V'7'
c.Pec"<:-./II.h:5 /Jcc:.c't/-./7' c.c..N0
1-'1€()u:'I9.ee. f~ct:'Nlc
.Pe~'p.G4-r'T -ee-6r.1-rc
/3)C1;:E/~1.. ~"'Af7' cc./oIt3
L.E.4P6e Ah.es,.uG IA"r'L ;f'&.&97c...
DESCRIPTION
UNIT
VALUE
ESTIMATED
MARKET
VALUE
:1 fi72'J.:E.
535S,4~
&-10, &';..)
/. (;0
I IV'. -
/8/. "..E-
(310 c.;.)
f6/. C.f:.
TOTAL THIS PAGE "'/2C8t/I:<'
'*'
DEPARTMENT
VALUATION
(OFFICIAL USE ONL YI
n'I.17
i'/ '/-. tJ l' '
'.
"Oy....I\.." SCHEDULE "e"
COMMONWEALTli OF PENNSYLVANIA TRANSFERS
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT I" ='=>
ESTATEOF_ "^- t....L,,=-\"- XS~\"-.rTC'\~
*
INSTRUCTIONS:
1. Answer the questions on reverse side.
2. If the answer to any of the questions on the reverse side is liVes," provide a description of the property transferred per
Schedules "A," "B," or liE," its estimated market value at date of death, dates of transfer, to whom transferred and
relationship of transferees to decedent. Attach a copy of any trust deed or instrument relating to the transferred property.
ITEM
NO.
DESCRIPTION
ESTIMATED DEPT. VALUATION
MARKET VALUE (OFFICIAL USEONLYj
TOTAL THIS PAGE
QUESTIONS CONCERNING PROPERTV TRANSFERS
1. Did decedent, within two years of death, make any transfer of any mqtrrial p~rt of his estate without receiving
valuable and adequate consideration? (Answer "Ves" or "No".) ~
2. Did decedent, within two years of death, transfer property (rom himself/ herself tq himself/herself and another party
or parties (including a spouse) in joint ownership? (Answer "Ves" or "No".) .1LcL.
3. If the answer to one or two above is "Ves" and the transfers are claimed to be nontaxable, provide the following
infonnation:
a. Age of decedent at time of transfer.
b. Copy of death certi fi cate,
c. Affidavit by the atlendinR 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 Iraosfer of property without receiving a valuable or adequate consideratio" '
therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Ves" or "No".) Jl!L-
a. Was there any possibility that the property transferred might ret~rr 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 valu~ble 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
d~th: .,
a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Ves" or "No".) ..J:l.L
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. above 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 'Ch was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Ves" or "No".) 0
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 "Ves" or "No" ,) No
9. If the answer to eight above is "Ves,"was the power to alter, amend or revoke th,e,interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer "Ves" or "No",) ~"
" .
, .
REV-4!3 1\080)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
~-~ ~,~.
~
Estate of
W/1 L-- /'cR..
(Instructions Ofl Reverse Side)
-/2
.t...,..JJ!./A/-r"J
BENEFICIARI ES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY
DECEDENT BIRTH
C;;~k'''UO//v'c R. 1fIl;;/Cr..,.", /)';Lt.{'1I7r-/," 1/3(/1917 J ;,-oJ: ,f Ke;iI.ue.
/7/(' AALJr/,K:['-r <Y~//.:c-r
t'A/lIP /h, L h$. /7c'/l
/
bM Eo ~ L. J1/Z//v /()I..I .:)C'tJ II /2r/ I;(n~ 2.5'% . F Res/~ue
820 L.INet/c<-J/) 57'/2667" , /
A,0.,v C".tttI6e,t?i~AlI) ;,3, Ik'1"
7lJUL... L, If ,(?/N7C"..,t :.5'''''-1 I /~:J 1~/12P. 25''1 d' t.~SI!Ne
A 7/"N'3~ L/?A/E:.
NE/v ;:~I/tI6e/2?A-.//) 13. 17"7u
/
L. A ;:;JIN7G" / - --;;7;; li97.!
6CN E. Sc1o.J 2:')"Z ~ f Rt3.5lol/"
9/7 C::'CKL/A/ S'7-/,Y:~-r
/lJeOM,!./Ie;/5dR6 1%. 17",->,-
/
..--'.
- - -----,------------~--
,- - _L
The above beneficiaries are living at this time except for the following:
NAME
DATE OF DEATH
L..'
. .
~EV-4'\ (1.801
'COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTL V OWNED PROPERTY
*'
....,
. " 1
(lnsrruerions on Reverse Side)
, Estate of
WALlER. ~R.\"'T(")'" \
'ITEM TOTAL Pe VALUE OF DEPARTMENT
DESCRIPTION MARKET \ DECEDENT'S VALUATION
NO. VALUE N INTEREST (0 (fieisl Use Onlv)
T
-
N.ON t-
oO
TOTAL THIS PAGE ^'~,.; J
-
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. .
,
REV-484 EX+ (3-S0)
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
File Number
21-80-0485
Estate Name
\,al ter Brinton
Date of Death
7-5-80
Sociol Security Number
197 09 9468
REPORT OF INHERITANCE TAX APPRAISER
I, thlt undenigned duly appointed Inheritance Tax Appraiser in and for the County 01 Cumberland
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the laregaing
return at the values set forth opposite each item in the lost column to the right in Schedules "A", IIBIt, "C", and IIE"
Dated, January 22, 1981
~Of'ft~,~/" J"lf/~A,,,(J)
INHERITANCE TAX APPRAISER
INVENTORY
VALUE AS APPRAISED CODE ADJUSTMENTS
(HARRISBURG USE ONLY)
S 31 500 00 00+
14,133 91 to+
-0- 20+
-0- 30;-
45,633 91
40-
REMAINDER APPRAISEMENT CODE
Roal Properly (Schodulo AJ
Personal Property (Schodule B)
Jolnt.Hold Proporly (Schodulo E)
Tran.fer. (Schedule C)
92+
TOTAL GROSS ASSETS
Leu D.b.. and Oeductlon.
(SCHEDULE F)
CLEAR VALUE OF ESTATE
93-
Valuation of Ilf. utates or
annultl... . . . . . . . . . . . . .
~
FACTOR
PRINCIPLE
VALUE
CODE
FOR USE OF REGISTER ONLY
Tax on $
CODE
COMPUTATION OF TAX
$
$
$
$
$
TOTAL TAX
INTEREST FROM
BALANCE
TO
S
$
S
6'.
"
Tax on $
15%
T ax on S
Tax on $
Tax on $
Exemptions
Total Estate
Less Credits
OATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
S
+ S
S
=
$
+
=
INTEREST FROM
BALANCE DUE
BALANCE
TO
S
5
S
0
,...
0
,...
~
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~ ~
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TOTAL THIS PAGE
I hereby certify that to the best of my knowledge and belief the foregoin is a just and true statement of debts, funeral
expenses and expenses of administration submitted to .~e as,pe i~Jor I~tance Tax purposes.
I ~(... I./l:~'~ ~ ~
IGNJ:tiUR OF ATTORNEV/FI UC"IARV ~ O~E
FICIAL USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S '70 q 11- Qi
AT
(" 0) ()
PE RCENT,
74 ~
' 'J '" ,
'- r;; A 1- /" _ y :u~
f REGISTER WILLS
;(-.3- n
DATE
p~"5~(I..OI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
Estate of IM4L."7"ce 13K!,IJ7C.-J Date of Death 7/:;/80
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
File No.
Claimant
_ Relationship to Decedent
Claimant's Address
NAME OF PAYEE
REMARKS
J.bM e.. ;:Iv'<! s ".I 6 C:912
4<66..
AMOUNT
'loot::), ~
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TOTAL THIS PAGE / /ot:? es:o I
I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeJal I
expenses and expenses of administration submitted to th ate as deductions for Inheritance Tax purposes.
. ~~'
SIGNATURE 0 ATTORNEV F'OUC'ARV ~ OA~ I
I
I
I
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I
!
FICIAL USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ '/ () C, I( ~
AT
c:, ~) I
PERCENT.
'd
.;(-3-'?/
DATE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I,
J
t2&-,~-Ll_t~~----~._J~ J.,
bOing~~ _ accor~~~~ 1:~'t~:P;::~t:n:f say~t~a:~: ^- ~;g~ ~
lato of 'Y' o\., ,_ C)....u....SWe... J)",-> , ,\ , Cumborland County, Pa" decoasod and that tho
within is an invontory modo by ,__~ ,--- -,--, tho said~~
of tho ontiro ostato of said docodent, consisting 01 all the personal prol'drty and roal ostato, oxcopt roal ostato outsido
tho Commonwoalth of Pennsylvania, and that the figures opposito each itom 01 the Invontory roprosont it's fair valuo
as of tho dato of docodent's death, ,& .
~, ~~ 'A and subscribod bo!oro me, u~ti~, ;f;;"7J~w ~~ ~
Ex.cutor . Administrator fit.
19 .fLJ
In ~ ~"
My Commission EJpiros March 27. 'f
55:
~~~---
Oato
of.~..th ,----------;:::-~
. Day
jC-/-!'f
Month
I;7Pw
Yur
INSTRUCTIONS
I. An invontory must bo filed within three months after appointment of personal representative.
2. A supplement inventory must bo filed within thirty days 01 discovory o!additional assets.
3. Additional sheets may be attached as to personalty or r.alty
4. See Article IV, Fiduciaries Act 011949.
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WAL-H~I<.. '13~ ItJlu..J
deceased,
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COMMONWEALTH OF PENNSYLVANIA
DEP.ART,.'foNT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
.
COUNTY FILE NO:
TO:YCU. ~
7T.
t91-Yo_ 4-X'l
DATE
~ ---;-, , f
ESTATE V . '0, t\, 1 _. -~""
-IIC '-- . IJ. ....,...
~ I - k' IJ- '-I- y 4'
COUNTY CJ",?<, (j (t. 0.(, d.1.. .
DATE OF DEATH \l111~ AI I] I Q f-r)
V I
FILE NO,
Appraised Value of Estate:
Real Estate
Personal Property
S 3/ -50(\ () II
+ It/. I OJ'l q /
Jointly Held PropertylTransrers
+
Total Gross Estate
sL/.,IJ
7
s3~
f,3;;" (j /
,
U9lJ- .00
S' :,1) , ClI
,
Tota' Approved Deductions
Clear Value of Estate
Less: Approved Charitable Exemptions
,
\ -
Clear Value of Estate Subject to Tax
s3k 5~9 9/
s 3.f. 57,~ 9 I te.due
$ .;; ~ I d, l/. D
Amount Taxable @ 6% Aate
Amount Taxable @ 15% Aate
tax due
TOTAL PENNSYLVANIA INHEAITANCE TAX DUE
s A ~/.;1 1/.0
-
* * * * * * A five percent discount totaling .
will be granted if the Inheritance Tax is paid by
Less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEAEST
TAX CAEOIT
q -d,(f ,YO
$oU/cJ It()
,
+ $
$
= $ 0l3/d, t./.O
+
=
+
=
Interest accrues at the fate of six (6) percent per
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
annum
is
J{~}. i.~1L
-Jh 0 ~r.{
BALANCE OF !ENNSYLVANIA INHER~rANCE TAX DUE
( ~) ~ ~ Vj,J.. aJ,oJ.~"~ ,o/.~ V.1Jl,.,._ .x; / /5q
~..QI'.-j....~,r) Assessadby: '- ';;?~
Se, Inform,"on on R~'r..S;d' ot{~ ;;~
1W4,
.
MARY C, LEWIS
Regl.ter of Will. &
Clerk of the Olphen.' Court
JERRY R, DUFFIE, ESQ,
Solicitor
OFFICES OF
Erghlur of .Uls anll <<link of tltr Ql)rp!tans' Clrnurt
Qlouutu of Qlumbcrll1ub
COURTHOUSE, CARLISLE, PA 17013
Date: Febru.ry 3, 1981
MEMO TO: P.ul L. sri.toa .ad J.... sri.t..
Appli..tio. for refuad i. to be .igaed o. b..k by P.ul
L. sriatoa .ad J.... sriatoa. ple..e h.ve .iga.tur..
.aterized ..d aead fer_ to BU%e.u Of Fi..... ..d a.v.aue,
130 FiI.a.e 8uildbg, u.rrbburg, PA 17120.
Sia.erely,
'~15~~
H. 8. MaL.a. ~
Deputy I..gbter
"
,
"
APPLICATION FOR REFUND OF PENNSYLVANIA INHERITANCE/ESTATE TAX
TO: BOARD OF FINANCE AND REVENUE
130 Finance Building
Harrisburg, Pennsylvania 17120
The undersigned requests a refund of Pennsylvania Inheritance Tax
or Estate Tax paid, to which the Commonwealth is not rightfully
or equitably entitled, in the amount of $ 115.62 I based
upon the following facts:
1.
2.
3.
4.
Name of Decedent:
Date of Death:
Bureau File No:
Indicate whether:
wa1t.r Brbto.
July 5, 1980
21-80-485
Resident Y..
Non-Resident
County of Domicile
of Penna.
C ullber la.d
INHERITANCE TAX
5. Date of Filing Appraisement by Department of Revenue:
(Attach photocopy of Official Notice of Appraisement) Ja.. 22, 1981
6. Total Appraised Value by Department of Revenue
7. Total Debts & Deductions allowed by Register of Wills:
B. Total Charitable Exemptions allowed:
9. Total Net Taxable Estate:
$ 45,633.91
$( 7,094.00)
$ ( ----- )
$ 38,539.91
$ 2,312.40
$ 115.62
$ 2,196.78
10. Total tax determined by Dept. of Revenue:
11. Total Discount allowed or Interest incurred:
12. Final Tax Liability:
13.
14.
15.
16.
17.
lB.
19.
20.
21.
!1 ,: :'
22.
. I.~: . - ~ . '; ,!
Actual Cash Payments made (disregard discount):
(Attach photocopy of Official Receipts)
Overpayment claimed (line 13 less line 12)
$ 2,312.40
$ 115.62
ESTATE TAX
Credit for State Death Taxes: $
Inheritance Tax Paid to Pennsylvania and
Other States (disregard discount): $ (
Total Tax determined by Dept. of Revenue: $
Interest incurred: $
Final Tax Liability $
Actual Cash Payments made: $
Overpayment claimed (line 20 less line 19) $
Nade,[' a1dress and capacity of pe;;~ibner(iif ,1~)'--"-~;'o"t-,r.; '"i
(Personal Representative or Transferee - specify which)
2,312.40 )
2,312.40
-----
2,196.78
2.312.40
115.62
-
~: I" ~ :.
-.-------.------ -- ..----.. -----. ----
. ~;"') ':1 f) , ":.' . .~. ',,' ; ,...
pau~:~f)a.;i.'~o., .t al.
7 ,~~~J:;llll~.,!.',l
New Cuaber1a.d, Pa. 17070
23. If any further explanation is required or desired, either
explain here or attach an additional sheet and note such
attachment here.
o \0(, ;~ ~ .:'. q ,.1 r ~ -... ti ~ ' . \ :) ,,,:
o. Septeaber 29, 1980, taxpayer ..d. payweat of $2,312.40
o. a..ou.t ia thi. ..tat.. Thi. offi.. did ..t d.duat the
dieaou.t whiah .hau1d have bee. $115.62. Th. apprai.....t
w.. aover rea.ived uati1 Jaauary 22, 1981.
Ther. i. a. ov.rpayaeat of tax ia the aaouat of $115.62.
'-~Jo<-iA
B. B. MILa.. ~
(See reverse s~uty a.gieter
.
NOTES: (1) This Application for Refund is made under Section 905
of the "Inheritance and Estate Tllx Act of 1961", June
15, 1961, p, L. 373, 72 P. S. 2485-905,
,. " . ~
(2) The Appricaeion can be used only after final determination
of the tax by the Department of Revenue.
(3) This Application musi:"belfh~a' (J~hysi<::al1y received at the
above address) within two' (l).iea~s after payment of the
tax or final determinllc,ion'o!"tne' tex" whichever time
is later. See Section 904, 72 P. S. 2485-904, for
statut9~~~ ,f'}t,~r~atives.
If it is determined that the decision of the issue(s) involved in this
case would b~ governed by a case presently pending before the courts,
the taxpayer requests:
'I" /7
, ~. /.-J,.:/.
That this case be continued pending the action of the
courts. If known, complete the following information:
1 ,'- ,.
I ..~,..' I ,,' .
. (' ...
'.' ,
':.. ~ , ;:
(Name of Case)
(Ci tation)
" - ,< D That this case not be continued pending the actions
~ ,: ';;" of the courts.
." ~. r ,.
"The'petition must be signed (a) by the party who paid the tax, or by
his assignee; (b) by the Executor or Administrator; or (c) by the
, . Act:oI:ney for the Estate. A petition bearing the si6nature of any
~', other' person will be unacceptable.
. "
Under penalties prescribed by law, I hereby affirm that this Petition
has been examined by me and to the best of my knowledge, information
and belief, is true and correct and is not made for the purpose of
,d~llay_. Also, if this is a Petition for a cash refund, I further affirm
' that. all taxes have been paid to the Commonwealth and there are no
. ~outBt"8nding tax liabilities.
d
t',. .,"
: . ~... -: ~ f. , ',:
:.'.. 2J i:
Jalle. Br btea
( Signature) Paul L. Sriatoa
(Siqa.ture)
820 Liawood st. (Addre..)
New CuRber1aad, PA. 17070
SWORN to and subscribed before me
this day of
19
(Addre9s)1"'1'1~rl.a. '..
New~eaaberl.ad~ Pa. 17070
',:~ .""';': ,'\rf:;r'~"~;'J"";.:
..~'l.."" 1'.' i~"(." '):; ,;.~'~jr ',' ,t ~:::[ ,P': .~~..\t('. .1
(This P~~iFi;;~.JI!~~rF~ ~~:p~t:';:;i~~d.b'~~:~ ....:,:~.,;~~,:::;:,'~;:,. '".~~:'I'
a Notary 'publi'c' br simfla,t p,lllil:l.c'
official. If the petiti:on' is . '. , '''J< .J'Iq, ,',.,., :,.",;, :>"J ."" "s"
requesting less than $100.00,
notarization,.;is not. 'neCeSB'll'rYI)' ; j ";' 'r) j t., '''Ii~'J'''''1J "" '.; ", ,".'
. . . ~ ;; l:l; . ~ i ' .
.~ .,.. "!.r. .). '(. '.'0'" :