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No. 21.80 494
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of
~(,lbiH :'. ~~llrtoll
, deceosed.
To i!rlr'l C. T"",!;." , Register of Wills for the County
of Cumberland, in the Commonwealth of Pennsylvania.
is
PetitionerCshElf:eAhe executr'" named in the Last Will and
Testament of S,']hi" PlIrton dated ,,",,,, ~A 1"no
Decedent was 0 citizen of the United States and a resident of
:Tl:lwnship
Crlrnn lTi l' Borough, Cumberland County, Commonweolth
of Pennsylvanio.
Decedent died en
'l'llt.:~sdtiY
Rl'lol
the
~t."
day of ,'0'"
,
A. D. 19 80 , in the County of
Ddllnhin
, State of
P",m'''y1\1,mi.. ot the age of qn years.
has )h!il:$ her
Decedent Nla:S>:>fl0t been married and has not hod children born to :<him
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
~71 100 00 r'ppro", \ and of real estate to the value of
nnn~
as near as can be ascertained; said real
estate situated as follows
apply
Therefore, your petitioner(lit. respectfully applies for the probate
of the said Lost Will and Testament and for Letters Testamentary thereon.
Dated Ju.P</ ,;)d /7 Y/J
f V' '
Name and oddress
of Petitioner(s}
(lo.-.n) ~1. ~ 9/~fl )
.Junt.~ s!rcUUld -
711 l'lnst Hain str<'l\t
::"""-':i.\-l.H~~.':_<..i.-I-':J' -;'i. l)~,~:
COMMONWEALTH OF PENNSYLVANIA ~
COUNTY OF CUMBERLAND ~ ss
"TT1"'r' 1'''''''''1'\
nomed in above application, being duly "Horn according to law
say(s) that the statements set forth in this petition are true to the
best of
lwr
knowledge and belief.
and subscribed before f,mh
~ ,'}Jtl/n/llt./1)
sworn
me July 22, 1980
, h
19J~~1 (!., {et~J
.I Register
]69{0
f'l.luL-r.t-.~. j-"lO(jcrt:, ESqUirC~ "
Attorney: n T'a"~' "ain str.N'1",C~~ ,
j~Cc!li:tJl1.cs!nlrCJ, pr~ 17055;;J_ .
Filed: July 22, 1980
o'l/-Fo-tT1tf ' /1-17-,3
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BE IT REMEMBERED THAT
pennsylvania. being of sound mind, memory and understanding do malte, publish and
I, SELBIE BURTON, of the county of cUlllberland and COIIIDOnwealtb of
declare this to be my LAST WILL and TESTAMENT, hereby revoking and making null
and void any and all Wills and COdicils, or writings in the nature thereof, at
any time heretofore made by me.
Hl\IlNA to be the Executrix of this LAST WILL. In the event JUNE HANNA is unable
FIRST: As my personal representative, I nominate and appoint JUNE
-
or ceases to act for any reason whatsoever, I nominate and appoint ALBBRl' Z.
BOGERT, ESQUIRE, of Mechanicsburq, Pennsylvania, to succeed as Executor of this
LAST WILL.
sECOND: I direct that my debts and funeral expenses be paid as soon
after my death as is practicable by my EXecutor out of my estate.
other transfer taxes, hoWever designated, that shall beCome payable by reason of
THIRD: I direct that all estate, succession, legacy, inheritance or
-
ray death, in respect of all property COlllPrising my gross estate for death tax
purposes, whather or not such property passes under this LAST WILL, shall be paid
by my Executor out of my estate.
and personal, wherever situate, in which I may have any interest at the time of
FOURTH: I give and bequeath and devise all of my estate, both real
my death, including any property over which I may have a power of appointment, to
JUNE Hl\IlNAI providod that all property and funds received by JUNE HANNA by virtue
of this LAST WILL shall be kept and maintained by her in her name alone and shall
not be combined with property or funds belonging to any other person.
to oomply with the conditions set forth in paragraph fourth herein abOve, then I
FIFTH: In the event that JUNE Hl\IlNA fails to survive me or shall fail
give, deVise and bequeath all of my estate, both real and personal, wherever situate,
in which I may have any interest at the time of my death, including any propertY
,.. ....;. \, ~ "., ".... c '
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over which I may have a power of appointment, in equal shares to KATHRYN J.
IIANNA and J. SCOTT HANHA. Should either KATHRYN J. HANNA or J. SCOTT IIANNA
fail to survive ma, then I give, devise and bequeath the share of such child
to the survivor.
~: In the event neither JUNE HANNA, KATHRYN J. IIANNA nor J. scan
HANNA, survive me, then I give, devise and bequeath all my estate, real and
personal, wherever situate, to my descendants per stirpes, their heirs and assi9l1S
forever.
SEVENTH: If any part of my estate shall vest in a person under twenty-
one (21) years of age, the Executor may, with absolute discretion, deliver such
part, or any POrtion thereof, without bond, to the parent or guardian of such per-
son to be held for such person until he or she reaches twenty-one (21) years of
age. The receipt of such parent or guardian shall be a complete discharge and
acquittance of the Executor and shall be final and binding on all persons in
interest.
EIGHTH :
If any legatee, beneficiary, or devisee shall fail to survive
me by thirty (30) days, I direct that I shall be deemed to have survived such
legatee, beneficiary or devisee and that this LAST WILL and all its provisions,
except where specifically stated otherwise, shall be construed on this assumption
notwithstanding the provisions of any law eStablishing a contrary presumption.
NlNTH: I direct that no Executor nominated and appointed by the pro-
-
visions of this LAST WILL shall be required to give any bond' or post any security,
and that if, notwithstanding this direction, any bond or security is required by
any law or order of court, no sureties be required thereon.
~: I direct that my Executor, whenever they may need counsel in the
settlement of my estate for the purposes expressed in my LAST WILL consult ALBERT Z.
BOGERT, ESQUIRE, he having intimate knoWledge of my affairs, views and wishes in IIUIny
matters that may arise in the settlement of my estate.
this ~ '.f
IN WITNESS WHEREOF, I have subscribed my name and affiXed my seal
(i( ( " .
"i' "e,__,
day of
, 1980.
. iY" J' ,',
<7Q:.Wtt!...t...?, /:)~ LJc.t:T'~L--.
SELBIE BURTON
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ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
I, SELBIE BURTON, Testatrix, whose name is signed to the attached
or foregoing instrument, having been duly qualified according to law, do hereby
acknowladge that I sigMd and executed the instrument as my LAST WILL; that I
signed it willingly, and that I signed it as my free and voluntary act for the
purposes therein expressed.
1/ ,', ;7, l
("7/::."') /''''(~ ,.:~J ,./'~r:..t_'.)r;gl/
SELBIE BURTON
Sworn or affirmed to and acknowledged before me, by SELBIE BURTON, Testatrix
this ,,'~, day of j".....u_ , 1980.
Notary Public
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
ss.
COllll'1'Y OF CUMBERLAND
We, J'-Ij 11/ \.' lnc'l,.(' p I'J and ,~-;;i,'Q:-9 .dl,'/.s KY,
the witnesses whose names are signed to the attached or foregoing instrument,
being duly qualified according to law, db depose. and say that. we., were present
and aaw Testatrix sign and execute the instrument as her LAST WILL; that SELBtE
BURTON Bigned willingly and that she executed it as her free..and voluntary act
for the purposes therein expressed; that each of us in the hearing and sight of
the Testatrix signed the WILL as witnesses; and that to the best of our knowledge
the Testatrix was at the time 18 years or more ,of age, of sound mind and under no
constraint or undue influence.
.
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/-::7 ="-'1'~
I t7
day of ,1980.
Sworn or affirmed to and acknowledged before me this
Notary Public
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OATH OF SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND \
This,......., ..,............,',..~~~~.."...".."......,.,....,..,.,.. day of ,................,...,.~~~;(... .."..""...",...",."",. A.D., I9,,~~ '"
'<!dl!Y C. T~C'\'.'i 5
before me Ricltam::8:.xAlldeI'JSPn;: Register for the Probate of Wills and granting letters of Administration
in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came ..............
...............l.'n:rE;1;~;1;i\..m;r,(l\;'I..."'w;'..:J;:.~;1..I]Jr.,i:o:!..t\hr.r.(\~L.......,........................................,.......,..............,.............
the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and
Testament of ..~r.r.,m:f...m,'""'l1')JJ,......,.........................,......,.......,...,...........,.....,.. Dated ..",lm}(:"2/\,,..l~a(\...........
late of .....~!l"jJ.?'i.9.\l,<JD..RK..~f!!im..J:iJ.J..r...............................,.....,................. Cumberland County Pa., deceased
h be. did' to I d d th t ';1,,,, "ri ~
W 0 Illg U Y ......S\lo!:n........................... accor Illg aw, epose an say, a ........,:.......:.m..................
present. and saw and heard the testa..td;;......................., .......(3,;':;,m.1:'...J;.I.l.'::i'R;'J.,...........................................
sign. seal, publish, pronounce and declare the said instrument of writing as and for h.,,!:,.......... Testament
and Last Will. and at the time of so doing ,~,,;T;P.;rr...l:l:n:;m:.................,....was of sound and disposing mind
memory and understanding, to the best of .......h"l:.................................knowledge. observation and belief.
...............!)!(9.*!A.................... and subscribed before
..............:;7.................................................................
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,.. ,.. "..((..:. ..!:~:; ?:~;;,,~.~.., .(. ,~. ...::::-..~;:,.';i':"'...........
Pl\TP.IClh nILS~:Y '....., L...: f
.,.a<;(~.,';;'. ...!.(f.f..(.-.l.f:?".... ~ .~,(....::.'!;-.':::'.... ........... .......
'Jr:'\l: ~'~Ir.St:YI t-icLEi\!l
.q;k{!'~,..(!..:. ,t~d................"........
:Bil:h~d:Jjl(lmM~~ster
gary c. I~('.,.ds,
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND \
.............................................,...........................:".1W:..);illl:;".....................,..................,...........,..............being duly
................................................ says that as nearly as can be ascertained the said decedent ..........................
. .no......... ..... ...................... ........ ..~.~.t.:'.T.:.. .p.!:r.;::~: :................. ............................. ....... .............. .............. ...... .died on
.........""\",''''"~I...........''............ the ......,.::";;,......,.,..,...,,day of ..,.......:lll\',......"...,..........,.......,.... A.D" Ire.?,....
7:35 ?
at or about ..,....................................... o'clock, ....M.
...............""..,__.,........,.....",.....and subscribed this
~"V~. ..
...........................~~:':':c:":............ day of ......o!.~.~y..........
19, ~.~...., before
...... fv.r:w,.......w.. ",1/,aO'k),...;cJ.................
a kJ~~
.....2~0Jt..c:... ~,;.&-:........................,.......
_Dr"" <tV' IMar; glster
OATH OF PERSONAL REPRESENTATIVE
COMMONWEAI,TH OF PENNSYLVANIA}
COUNTY OF CUMBERLAND S8:
Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for
the County of Cumberland. personally came ,,,,,,,,,,,,,,,,,1t:I:f.,,m:.,'.,~..,,,,,.,,,,,,,,,,,,,,,,,,.....,,..,,,,,.,,.,,....,,,,,,""."'..
who. being duly .."'!,\1,<");I),,,.,,......"', do ,>,.Q..."" depose and SIlY that as..");'::J:r.lJ,tr.~:;"..."....."""..,,....................
of the last Will and Testament of ..,,,..,......."',,...~I;IIr.I,Lm~:;D:.!...,........,..,,..................,,......."...."'....deceased
.......Slir............. 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. .....~~~QX.u....."'..... and subscribed
before me.
.............,,\!~.~J{...~~......................... A, D.. 19.~~"'"..
...q)I&~....e.,:, ;f, '. .: :,::/",................,..
Rieh~.E>:~derson; ~.
Hary c. LS\-lis,
. .~........u.)..,\..9.I..(k:r;v.:r.:,r!.d.,..,............
..................................................................................
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DECREE
Be it remembered that on the ....,..~~~~........ day of ,.........,....~,':':~r......................... A D.. 19~~...... there
was probated and recorded the last Will and Testament of ......!'!.~,~~,~~,..l?..~...~~.~!?~...................,.............
late of...........~.~!?...~~.~~....."'.............,.....................,. Cumberland County. Pennsylvania. Deceased. Letters
...........,....."'..~~.~~~~~~~~"'., were granted to .".,",..,..........~~~~..~,..~~,~~...."...........,..........,............
Witness my hand and official seal the day and year aforesaid.
."'~Jd~.,c:.~..~...
(" ~~ . Register.
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Rl:;V-<l50 t,-eOI
COMMDNWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEDENT
ESTATE OF ~bie.Bul;'.~on..____
-NONE-
SCHEDULE "A"
REAL PROPERTY
(Instructions on Reverse Side)
DESCRIPTION
TOTAL THIS PAGE
~' ~~
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11', " ,'i '
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ESTlMA 1 ED
MARKEl
VALUE
DEPARTMENl
VALUATION
(OFFICIAL USE
ONLY
-{o~s fIRST SAVINes 8
~<c-~ =- '1.\:t-
=~~
- .,,-
--
- -
THE NEW YORK BANK FOR SAVINGS
280 Park Ave S
New York, N.Y. 10160
Date: 8/5/80
Mailed To:
Name: Albert Z.Bogert,Esq.
Add 22 East Main Street P.O.Box 2477
ress:
REQUIREMENTS FOR TRANSFERRING OR CLOSING ACCOUNTS OF DECEASED DEPOSITORS
xx BANK BOOK NUMBER
-
CERTIFIED COpy
-
_CERTIFICATE OF
_CERTIFICATE OF
-2!X.NEW YORK STATE
IF APPLICABLE
Mechanicsburg, PA 17055
RE:Selbie S.Burton (dec'd)
OR Janet Bedale
11 7{l966
OF DEATH CERTIFICATE
LETTERS TESTAl1ENTARY DATED WITHIN SIX nONTHS
LETTERS ADMINISTRATION DATED WITHIN SIX MONTHS
TAX WAIVER .If deceased prior to 7/1/78 and balance
over $2,000.
.If deceased on or after 7/1/78 and balance
OR over $10,000.
~FIDAVIT (NON-RESIDENT) IN LIEU OF NE~ YORK STATE TAX WAIVER
_BENEFICIARY'S AFFIDAVIT (SIGNATURE OF BENEFICIARY GUARANTEED BY A BANK)
~FIDAVIT (ACCOUNTS $5,000 AND UNDF~)
TRANSFER ORDER
~WITHDRAWAL ORDER (~~zmzUz:mm~~g>z;iZ'tzm~H3
_SIGNATURE CARDS (SIGNATURE TO BE GUARANTEED BY A BANK)
ADDITIONAL INFORMATION:
Date of death bal. 7/8/80 $12,615.99
""ni!B'lsajoiiif"'ifccount"'and' b'efongs" tothe codepositor who must sign the
withdrawal to close the account.
ONLY THOSE PAPERS CHECKED (X) NEED BE SUBMITTED
ALL AFFIDAVITS MUST BE NOTARIZED
~/J
Ann Tuite-Estate Administrator
BANK REPRESENTATIVE
A-226 Rev. 11/79
THE PEOPLES NATIONAL BANK OF SHIPPENS8URG
P. 0, Box 9
StIlPPENSBURG, PENNSYLVANIA 17257
Phone: 717 532.4131
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July 29, 1980
.
Mr. Albert Z. Bogert
Attorney at Law
22 East Main Street
P.O. Box 2477
Mechanicsburg, PA 17055
.
Dear Mr. Bogert:
'Enclosed you will find our cashiers check in the amount of
$341.67 which represents the balance in the savings account number
015-207-2 20 in the name of Selbie S. Burton. Also, enclosed you
will tind h~r passbook returned to you after all the transactions
have been~ recorded.
. You asked in your letter as to the date of death value of this
account, which would have been $338.84 plus $1.79 accrued interest
to' July 8, 1980. Therefore, the total balance as of her date of
death would have been $340.63.
If I can be of any further assistance to you in the settle-
ment of this estate, please feel free to contact me.
Sincerely, /
4~ fi ~Li/
Alan B. Rhinehart
Assistant Cashier and
Assistant Trust Officer
ABR/dr
Ene. .
f!'>'..nL.'....l!:ll IP\~)
TIlE GHEE:\\\'ICII ~.\\"I:\Cj~ BA~K
II HO.\ JlWAY ,\:-;Il SIXTH ,\\'.':XI:1::
AT TIIIHTY-SIXTII STHI~RT
~HW ....ORIC )\, y, 100111
I:.!I:..'. non.!"oI)110
Augu.lt 12, 1980
ALBERT l. BOGERT
ATTORNEY AT LAW
22 Ea.lt Main St~eet
1'.0. Box 2477
Mechanlc.lbu~g, l'enn4ytvan~a
RE: Selble Bu~ton (dec'd)
Account H C 183324-0
f)ea~ S~~: '
.
A.! ~eque4ted, the above ~etenenced account ha.l been pa~d.
Enclo.led a~e the cancelled pa.l4book togethe~ w~th ou~ check
numbe~ 365842 ~n the amount Ot $ 1,779.60 payable to the E.ltate
Ot Selb~i Bu4ton.
A ~eview Ot o~ ~eco~d4 ~nd~cate.l the balance on the account
/14 0 t July 8, 1980, lIIa4 $ 1, 77 9. 60.
We t~u.st th.iA .u. Ot "'elLvice and thank you tOIL youn
coope~ation.
"
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Estate ot Selbie S. Burton
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REV....U EX+ (3.80)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT S Ib1
ESTATE OF e e Burton
SCHEDULE "e"
TRANSFERS
*'
INSTRUCTIONS:
1. Answer the questions on reverse side,
2. If the answer to any of the questions on the reverse side is "Ves," provide a description of the property transferred per
Schedules "A," "B," or "E," its estimated market value at date of death, dates of transfer, to whom transferred and
relationship of transferees 10 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
-NONE-
TOTAL THIS PAGE'
~
QUESTIONS CONCERNING PROPERTY TRANSF'ERS
1. Did decedent, within two ye~rs of death, m~ke ~ny tr~nsfer of ~ny m~terial part of his est~te without receiving
valuable and adequate consideration? (Answer "Yes" or "ND".) No
2. Did decedent, within two ye~rs of death, transfer property from himself! herself to hllllself/herself and another party
or parties (including ~ spouse) in joint ownership? (Answer "Yes" or "No",) --1llL-
3. If the answer to one or two ~bove is "Yes" ~nd the transfers are cl:Jimed to be nontaxable, provide the following
information:
a. Age of decedent at time of transfer.
b. Copy of death certific~te,
c. Affidavit by the attending physician indicating the state Df decedent's health at lime of transfer.
d. All other information supporting nont~xability of transfer.
4. Did decedent, in his/her lifetime, make any transfer of properly withollt receiving a valuahle or adequate consideration
therefor which was to take effect in possession or enjoyment at or ~f1er hiS/her de~th? (Answer "Yes" or "No".) Nn
a. Was there any pDssibility that the property tr~nsferred might return to lr~nsferor or his/her estate or be subject
to hiS/her power of disposition? (Answer "Yes" or "No".) Nn
b. What was the transferee's age at time of decedent's death?
5. Did decedent in his/her lifetime make ~ny tmnsfer without receiving ~ valuable ~nd 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 Dr enjoyment Df or the right to income from the property tr~nsferred? (Answer "Yes" or "No".) Nn
b. The right to designate the persons who shall possess or enjoy the properly transferred or income therefrom?
(Answer "Yes" Dr "No".) No
6. If the answer to five b. ~bove is "Yes," state whether the light IVas reserved in decedent alone or others,
7. Did decedent in his/her lifetime make a transfer, the consideration for which w~s 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 b61efici~1 enjoyment of which w~s subject to change, because Df
a reserved pDwer to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Yes" or "No",) "'Q
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 Ihe decedent and others? (Answer "Yes" or "No",)
l'E:V",~4 EX. (3.'01
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEDENT
ITEM
NO,
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
'*
(Instructions on Reverse Side)
Estate of
Se1bie Burton
1 Checking Account
Joint with June Hanna
CCNB Bank, NA
331 Bridge street, New Cumberland, FA 17070
Account #006002728-1 \
'1-'1- '71
DESCRIPTIO~J
2
statement Savings Account
Joint with June Hanna
CCNB Bank, NA
331 Bridge street, Nnw Cumberland,
Account # 006-107354-0
,,/
3
Certificate of Deposit
Joint with June Hanna
CCNB Bank, NA
331 Bridge Street, :-lew Cumberland,
Certificate # 19268
FA 17070
l/t'tJfO
FA 17070
TOTAL PE VALUE OF DEPARTMENT
MARKET \ DECEDENT'S VALUATION
VALUE N INTEREST (0 ffieiel Use Only)
T
$ 1,346.48 IlK $ (673.24 ~.J'f&:'.1f
9,919.42 16'0
0,959.71
~'lI?'fL
10,600.90 / t>-O
(s,300.45 I~ 'oO.'l1)
$ "
TOTAL THIS PAGE
~10,933.40
.i/
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MAIN OFFICE 331 BRIDGE STREET NEWCUMUERLAND,PENNSYLVANIA 17010 11111114,1000
CCNAfJANM..NA
Jul:1 30, 1980
:
,
Albert Z. Bogert
Attorney At Law
22 East Main Street
P.O. Box, 2477
Mechanicsburg, PA. 17055
ATTE~:" Albert Z. Bagert
Dear Atty. BoeerL:
Referehqe to your letter of J:.ll~' 25, 1980, we have located
two accou~t~ for the Estate of Selbie S. Burton.
Checking account number 006-002728-1 showed a balance on
July 8, 1980 (DaD) of $1,346.~8.
Sayings account number 006-107354-0 showed a balance on
July 8, 1980 (DaD) of $9,919.42. ;
If you have any further questions, please contact us.
Very truly yours,
M'
D. E. i~achemer
Asst. Cashier
Bookkeeping Department
DEM:sd
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INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
m Ori ginal
o Supplemental
o Remainder
File Number
21-80-0494
Estate Nome
Selbie S. Burton
Dote of Death
July 8, 1980
Social Security Number
088-03-1862
REPORT OF INHERITANCE TAX APPRAISER
I, tho und...lgn.d duly appalnt.d Inherltanc. Tax Appral.er In and for the Caunty al Cumberland
Plnn.ylyanla, da ..splctfully report that I haye apprals.d tho real and p...onal property as roportod In Ihe loregolng
r.tum at tho yalu.s sel forth opposite each Item In Ihelast column to tho rlghlln Schedules "A", "B", "C", and "E"
tI'" I VI'!,,( t)
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INHERITANCE TAX APPRAISER
Dat.d:
April 20, 1981
ADJUSTMENTS REMAINDER APPRAISEMENT CODE
INYENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY)
Real Property (Schedule A) S None 00+ 92+
Per.onol Property (Schedule B) 15,053 14 10+
Jolnt.Held Property (Schedule E) 21,866 80 20+
Transf.r. (Schedule C) None 30+
TOTAL GROSS ASSETS 3_6",9l9_ ..9lt
Le.. Oebt. and Deductions 40- 93-
(SCHEDULE F)
CLEAR VALUE OF ESTATE
OLlIe Eslate M!E FACTOR PRINCIPLE VALUE CODE
o Annuity
FOR USE OF REGISTER ONLY
Tax on $
CODE
COM PUT A TlON OF TAX
$
$
$
S
6%
Tax on S
15%
Tax on $
Tax on $
Tax on $
$
ExemptlCln~
Tolol Estate
TDTAL TAX
INTEREST FROM
BALANCE
TO
$
$
$
Leu Credits
DATE OF PAYMENT
AMOUNT PAID
INTEREST FROM
BALANCE DUE
DISCOUNT INTEREST
+ $ S =
+ =
BALANCE S
TO S
S
$
TAX CREDIT
S
REV,S18 FO (7-80)
~~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELO OPERATIONS
NOTICE OF FILING OF APPRAISEMENT
Ms. June Hanna
711 West Main street
Mechanicsburg, PA 17055
RE: Estate of
County of
File Na.
Selbie S. Burton
Cumberland
lJ.-80-0494
Dear Ms. Hanna:
You are hereby notified that the original
appraisement in the estate of Selbie S. Burton
has been filed in the office of the Register of Wills of Cumberland
County on April 20 , 19 JD.. Said appra; sement reflects the following valuatians:
Real Estate
Personal Property
Jointly Owned
Transfers
Total
None
$15,053.14
$21,800.80
None
$36,919.94
As ta such tax that is paid within three manths from date of death, a five (5%) percent
discount is allawable. As to any tax that remains unpaid after nine (9) months (fifteen manths
when death accurred from December 22, 1965 ta June 16, 1971, inclusive; and twelve months when
death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent
per annum is charged.
Any party in interest who is aggrieved by this notice moy object thereto within sixty days
after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of
1961,72 P.S. 2485-1001, P.L. 373.
Date
April 20, 1981
A.~i"V/ll /-1t'/t'A'1ri)
-
Signed
Title
Chief Appraiser
NOTE: This is not a bill.
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~EV<455 EX+ (3.80)
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
Estate of !;..lhi.. Rllrt:nn Date of Death .Julv A. 19ADFile No,
WHEN CLAIMING THE FAMll V EXEMPTION, COMPLETE THE FOllOWING:
Claimant June Hanna
Relationship to Decedent
niece
Claimant's Address 711 Hest: Hain Street. Hechanicsnurq, PII 17055
ITEM
NO.
DATE
NAME OF PAYEE
REMARKS
AMOUNT
et:t..rs T..ste~entarv & Short Certific
v Burial Lot
Funeral Expense
as 41. 00
175.00
l,65B.50
11. 56
7 9 BO Harold L. Strock Norland Cemet
7/9/BO Bricker Funeral Home
Bell of Pennsylvania
Phone B ill
P P & L
Electric Rill
P.ent
15.52
260.00
inic Hedical Center
Shore Times
Hedical Bill
Publication of notice
nd Law Journal
Auctioneer Fee
Publication of notice
Executrix Commission
1. ?qq. 33
,t
. IS fPAS
1 000.00
TOTAL THIS PAGE $~"'3, 95_
I hereby certify 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 estate as deductions for Inheritance Tax purposes.
.d~ ~-3-1?l
DATE
OFFICIAL USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S ~ 7 <I g, C) -5- AT
//J
PERCENT,
qj,z (J ~ 'j
/:1 ~ , 1~/7A
POlSTER o"w LS
?:/Jl-Y/
DATE
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate,
In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration,
attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tomb~tone 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 82,000 may be claimed by a spouse 01 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. The family exemption is
allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws,
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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 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,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
-
COUNTY FILE NO:
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Appraised Value of Estata:
Real Estate
s
Personal Property
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Jointly Held PropenylTransfers
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Total Approved Oeductions
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Clear Valua of Estate
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Clear Velue of Estete Subject to Tax
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$ I y,,(. -;i,q
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tax due
tax due
Amount Taxable @ 15% Rate
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
* .. * .. .. .. A five percent discount totaling
will be granted if the Inheritance Tax is paid by
s
Less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
J-</,;f'/
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+
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Interest accrues at the rate of six (6) percent per
on the unpaid balance of Inhoritance Tax from
to date of payment. Interest due if paid by
annum
is
Seo Information on Reverse Sido
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s..lb!. II. Pourton
!lou.1t Doc".1: 110. 11021)4
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3. llotitinnor'II prate'" cono.....nll I:h.. IIASODo",ent of Pllnnqylv"nh
inheritance ~"x upon tho full ~atll 01' ~oath bllaneoN or thre~ jol"t
accounts rO'.lllltnr.d in th.. n.m.... at th.. o1<oco,,1.nl: a".\ JU"" """"".
P.!~.~tJ!P..!.Q~
~~n9 thlt .....t8 r..~rted in thtt 08tat..'" inheritAnen tnx rPturn
ar.. tho tollnwln9 reqlatorod In th" ~~a8 01' !:hll ~e"dll"t And Juno
lI.nn" , a CCNrI Chooking IIceoll"t ..ith II datil of ......th bol.n".. ot'
$1,346.48, a CHND ~t"t~~nnt SavJnqll aoo~unt ~1th A datn or tho ~eath
balanoll of 1I9,'111'.4:l, and" ellHll r...rt!l'iaato ,,' 0111'<>11'" vit.h II 02t8 of
dltllth belanoe ~, $lO,~oo.gn. Th.. r.om~onv..alth'll apprllL"or "e~..cn..~
Inhorlt.ano" tllX u!'On lOll (".reent of th.. "nt.o ot' '~ath hlhncctll ot
t.ho... jolnt accounto ~~rou..nt t.o the provlfti~nn of. ~9ctJnn 222 at tho
Inhorltano$ 8nd P.nt&t.~ TIIK ~ot or 1~61, Rlnc~ it van nnte" that the
t.hrea j01nt. holdinqn hat! bl-en "r..llt..., v1 thln t..o ~'a8rn Dr the
decedent.'. d~ath.
SltCtlon 2U ['rovl""" that OJ trnn8!..r ..hall llG! rronu,"..>! to hl1".
bnen ~do in oontom~l.tlon of ~8ath if it I~ ot 8 ~ftt.rlnl ~rt or tho
transr..ror'" onatlt I1nd 111 ""de ,,1thin l:'lm yan"o ~rior to th.. Math or
th. trnnn r.....or.
1h8 <<vJda""n ~Ib~ittn~ by t~a ~..tition8r t~~1"ato8 the rnllnwinql
... In Arr 11 or 1.1')7<;. th.. dflool!..nt "",.,,,,0 t!..""
rloridl to Cn~r ~il1. ~QnnGylv"nin, nt thnt time,
nh. wne in QOoe health, 1I1t.houqh ~hn did havn
" ",aur"ot ;.>..obl"", vJ th "Dr eyes. 1\ Ian.... tr=
'l'1l""'8R n. TIobb\t, 1I.D. at"te.. that. in .. phy..lcal
"1Ul"insUon on Septn..b4!r ~7, 1979, he notod no
lIiqnlfLoant. IIbnormdtinsl tho .....o.."..nt >I.U in
"OO" hnlth for e 1..,!y ot 7fl yellrs of 4'1'"
,
~
iClolb1o 8. Burton
Board Ooallot l!O. 11Q294
-4-
ORDeR or 'rap. aOA~~
I\ccor41nqly, it io hfllroby. Qr(lerod that th.. prote.t 18 lIUotdnod.
The CCNB Chocklnq Aocount. otateaent. navln~. account, and cer-
t.ificate of deposit rv~iot.r.d in tho nn~@o of the ~..cedent 1In~ Jun.
nanna are aUbjoat to Ponneylvanla inhor1tanee tax on one-half (1/2) at'
the1r full date of ~at.h balanc.. In accordnnoe wlth Sootien 241 of tho
Inher1tanco and Zotlte TaK IIct of l?Gl.
llY 'I'lfE BOA"!) 0Jl' l\PPXIIIoS
__--..,.--____..______M_
~aclC T. .TohnllOn. Chairman
I
Y.evin J. l!Qody. La" Member
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