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21-80 511
No.
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Estate of
Geon..:\/"
lJ.. ~~ H"':"l~\c:,t-t
, deceased.
To Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania.
Petitloner(C) is (_) the execut t:,t(' named in the Last Will and Testament of
G~ott.Olit.. \J. \)~~~~\ dated !\,u.,5....!,-\- 4 L \,9....S'
Decedent JJas a citizen of the-t:J'nlted States and a resident of Lou,uct ~(f..t
Township (6_, LSh), Cumberland County, Commonwealth of PennsYlvania.
Decedent died on S~<l~ the \.q+VI daYOf~A,D.19~,lnthe
County of (' \)"^-blo.....,...,~ ,State 0~'''''4'''' at the age of..ea.... years.
Decedent has (has notl been married and has (has not) had children born to him (her) since the ex.
ecution of the above described Will. i;
Decedent was possessed of personal property to the value of 5b,.I:::>l.::>o. ()(')
and of real estate to the value of
as near as can be ascertained; said real estate situated as follows MIl\.
\.le:.1--l E .\:$ ()
Therefore, your petitioner(s) respectfully apply(ies) for the probate of the said Last Will and Testa-
ment and for Letters Testamentary theron.
Dated
.J\)h.130ll<4Rn //-7 ~ ~-_ _
Name and address~:rr-y~~~~~:~ ~"
of Petitioner(s) 1>. \4 ~ '
\-\~afu~\o~ Dr.._ \~\oS-
1{lJ
sworn
COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUMBERLAND j ss
FtZ~c\. l\.. \.>~N~t-c:NI'So
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 knowledge and belief.
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and subscribed before
7~~.
me. iJu1y 30 1980
-qt!CWJ-(! ~U~,
7 Register
uo
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Filed:
August 4,
1980
_~IZ. C'\ ~~p^"'Y -
ArJrney 7.0- "6s-t lll.ll<\- n
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I DIS'!' CHURCH, Nilliamsport, Pennsylvania, the sum of One Thousand
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! estate I give, devise and bequeath unto the Trustee hereinafter
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FIFTH:
All the rest, residue ilnd remainder of my
named to hold, invest,
reinvest,
administer and distribute for
the following uses and purposes:
["
The Trustee shall payor apply the income from
said Trust in quarterly or other convenient installments unto my
son, FRED A, PENNINGTON, SR. of Camp Hill, pennsylvania, and
his wife, ELIZABETH PENNINGTON during their lives or the life
of the survivor of them.
B, Upon the death of my said son and daughter-in-
law (or upon my death if neither shall survive me) the Trustee
shall distribute one-half of the principal unto my granddaughter,
CYNTHIA PENNINGTON CLIPPINGER and the other one-half of the prin-
cipal unto my grandson, FRED A. PENNINGTON, JR. If either of sai
grandchildren shall not be living at the time specified herein-
above for distribution of principal and shall be survived by
issue the share of such deceased grandchild shall be distributed
to his or her issue, per stirpes, but if a grandchild shall be
deceased at said time and have no surviving issue, then the
share of such deceased grandchild shall be distributed unto my
other grandchild or the surviving issue, per stirpes, of such
other grandchild if he or she shall then be deceased and have
In the event both of my said grandchildren
I surviving issue.
,
II
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shall be deceased at the time specified hereinabove for distribu-
tion of principal and neither shall be survived by issue, the
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H V ~d~/1'(iA .C;,~.\;
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II Trustee shall distribute the entire principal
II college, I'lilliamsport, pennsylvania.
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unto Lycoming
,
,
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,
:! at any time and from time to time, to payor apply to or for the
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iluse of any income beneficiary herein named such portion of the
!i principal of this Trust as said Trustee may deem advisable to
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I; provide for the proper and comfortable health, maintenance,
II
II support and care of any such income beneficiary. In determining
II the amounts of principal to be so disbursed the Trustee shall
III
take into consideration any other income which such income
I
I beneficiary may have from any other source, but not their capital
I' resources; and the Trustee's discretion shall be conclusive as
, to the advisability of any such disbursement and the same shall
C.
I authorize the Trustee in its sole discretion,
not be subject to judicial review.
SIXTH:
I nominate, constitute and appoint my son,
FRED A. PENNINGTON, SR., of Camp Hill, pennsylvania, as Executor
and Trustee of this my Last Will and Testament. In the event my
son, FRED A. PENNINGTON, SR., should die, resign or for any
reason fail or cease to qualify and serve as Executor and Trustee
of my said Estate, I do hereby nominate, constitute and appoint
the BANK OF CENTRAL PENNSYLVANIA (having principal offices in
Montoursville, pennsylvania) to serve as alternate Executor and
Trustee. I do hereby direct that the individual named as Execu-
tor and Trustee shall not be required to file any bond or bonds
the law to the contrary notwithstanding.
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I SEVENTH: I grant the following discretionary powers
I to my Executor with respect to my estate, and to my Trustee
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IWith respect to
il are in addition
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all trusts created by this will.
to powers granted by law:
These powers
A.
To purchase or otherwise acquire and
to retain, whether originally a part of the
estate or trust property or subsequently acquired,
i
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any and all stocks, bonds, notes or other securities,
including stock of the Corporate Trustee, as
may be deemed advisable, including common trust
funds whether or not such investments be of
the character permissible for investments for
fiduciaries. Investments need not be diversified.
The Trustee may, at any time, render liquid
the trust estate, in whole or in part, and
hold cash or securities of little or no yield
for such period as may be deemed advisable.
B. To borrow funds (including from the
Corporate Trustee) or other property, with
or without security, and to secure the loan
by pledge, mortgage or other encumbrance of
estate or trust property.
C.
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I D.
!I account
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To make loans, with or without aucurity,
To deposit securiticn in a cunto~y
with any bank, trust CmnpiJlli' 01: 1.>1."01((11:,
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O. To abandon, adjust, arbitrate,
compromise, sue on or defend, and otherwise
deal with and settle claims in favor of
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or against my estate or any trust created
by this Nill.
P. To make division or distribution
wholly or partly in kind, including undivided
interests in property.
Q. To create or join a voting trust
with reference to any corporation in which
the trust may own stock, even though the
period of such voting trust mayor will
extend beyond the period of the duration
of the trust.
R. To register securities in the name
of a nominee.
S. To conduct any business or businesses
in which I may be engaged, or in which I
have an interest, with power to borrow money
and pledge the assets of the business and
with power to do all other acts that I could
do if living, or to delegate such powers
to any manager or employee or employees,
without liability for any loss occurring
therein and with full power to operate said
I,
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I have
ment
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business or businesses as a proprietorship,
partnership or corporation, as may in their
sole discretion be deemed advisable.
T. To allocate receipts and expense between
principal and income.
IN WITNESS l~iEREOF, I, GEORGE N. PENNINGTON, the Testator
hereunto set my hand and seal to this my Last Will and Testa-
(written on eight pages of legal cap paper) this 'fdayof
, 1975.
~ ~ ''!J^ ~, eAl/){~~)
GEORGE N. PEN INGTON
named Testator as and for his Last will and Testament in our
Signed, sealed, published and declared by the above-
presence who, in his presence, at his request and in the presence
of each other, have hereunto
,.t o~t ., ~;itnoe..'.
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OATH OF NON.SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA
} 55:
COUNTY OF CUMBERLAND
This, the
3o~
day of
A.D. 19~, before me, Register for the
\,-,lv\
Probate of Wills and Granting Letters of Administration in and for the county of
Cumberland, in the Commonwealth of Pennsylvania, personally came JCl11c..e.. ~N \)tld.~~
"Fn"-N.ces tf\~\(v.. \l-,H,+\C'lto.\() who being duly
sworn
according to law deposed and say that they are well acquainted with
Gc.o"'-~~ l-\. \~ to.IN~c.,\c>...\.
\c..S+M-D"l
the handwriting of
whose name is attached as
to an instrument of writing
purported to be
the Last Will and Testament of
G(CQcy f-l. ~ 1-1...1; I-.\oft:.~
late of ~ ~~1? ) c.LLvo/\\.:",\l~~ C'~t-l ( V,(
and that the said signature is true and genuine, and that the said
~\(\.OU '-L -;:><Uv\M.'vA~1V\ is now deceased or absent
, deceased
sworn
and subscribed before me,
"
this
30th
day of
q1au~
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July A.D. 19 80
f!:~, df~~
Register
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per
Deputy Register
70,7
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OATil Qt' SUBSCRIBING WITN~:SS
COMMONWEALTH OF PENNSY~VANIA I ss:
COUNTY OF CUM~AND ,f ~
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This "" day of" A.D.,19,
before me, Register for the Probate.of Wills and granting letters of Administration in and for said County of Cumberland, in
the Commonwealth of Pennsylvania,'pe,rsonally came '.
f'ttt>...a, MiN\::'uL \l)~-t~LNc:. C'"",L .JC>'-(l&-.J\"lN"::i)~l.te.
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the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of
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c;C.O~L to-.l. l"l!...N\.N\AA.",h I'. Dated -I-\~u "'\- 4. I~<::""
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I~ O~ G..l\~ \C'NN~M.L.p '<;~mber1and County Pa., deceased who b~ing duly
'~ccording to law, depose and say. that " present, and saw and heard the test;-..
............. ""'" \"
..... SlgQ, seal, publish, pronounce and decl~re the said
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instrument of writing a~'and for h Testament and Last Will. and at the tirrie.Of so doinf
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was of sound and disposing mind memory and understanding, to the best of
knowledge. observation and belief..,
'~nd subscribed before
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AFFIDAVIT OF DEATII
COMMONWEALTH OF PENNSYLVANIA l ss:
COUNTY OF CUMBERLAND f
, ' ' tQ~d. 1\. V~l4.N~,\-kH IS17
says that as nearly as can be ascertainec! the said decedent
"V<M, ...i4L\rY\
S,A..~r\MA the lqtv\ day of
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3'~4o
being duly
Gd~~ N.
died on
Jvl'1.
A.D.,I9Sl.D
at or about
o'clock, ~.
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sworn
and subscribed this
30th
July
day of
80
19, ~cfore
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss:
Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of
Cumberland, personally came
Fred A. Pennington, Sr.
who, being duly sworn , do
Executor
depose and say that as
George N. Pennington
deceased
of the last Will and Testament of
he
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
Julv 30
Register
and subscribed before me.
,
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Be it remembered that on the
4th
DECREE
August
80
,A.D,,19 . there was probated and
recorded the last Will and Testament of
day of
George N. Pennington,
late of
Lower Allen Township
, Cumberland County, Pennsylvania,
Deceased. Letters Testamentary were granted to
Witness my hand and official seal the day and year aforesaid.
Fred A. Pennington, Sr.
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COMMONWEALTII OF PE~NSYL\'^~IA
Ucpnrtment of Hc\'enut'
IlCC-89
ENTIlY I NTO SAFE DEPOS IT :lOX
TO IillMOVE A WJI.L or! CEMETEIlY DElm
Julv 25, 1980
(Illlt.e of' Entry)
1, Name of decedent: George N, Penning,on
2. Address of decedent: 305 Wesley Drive, Bethany Village Apt. 106, Mechanicsburg, Pa.
3. Date of death:
July 19, 1980
4. Name and address of person who requested the opening of the box; Fred A, Pennington
P. O. Box 1453
Harrisburg, Pa. 17105
5. Name and address of the financial institution where the safe deposit box is
located; Commonwealth National Bank, 5hiremanstown Office, 2 West Main 51.,
5hiremanntown. Pa. 17011
6. Number of box:
375
7. Title under which box is registered: George N. Pennington or Fred A. Pennington
8, Was there a will in the box? (Yes or No) Yes
9, 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; Fred A. Pennington5r,
P. O. Box 1453. Harrisburg. Pa. 17105 Executor
And 1I0W this 25th day of Julv
c..rtify under penal I.;' of perjury thnt. the
to the bpst of my knowledge and bell..f.
, Hl 80 ,I hereby
'O"O~'n: O~ "4"1"
Signature
Print Name and Title
COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUMBERLAND J
55:
~ A. Pennington, Sr.,____.________
boing duly swom according to law, doposes a"d says that ho
is..ExecutDr ___ of tho Estate of George N. Pennincrton
1.10 of _Lcl\oIer..A11en..'rcMnShip .._.____. ...._.... , Cumberland County, Po" deceased and that the
wilhin is an inventory made by Fred A. Pennington, Sr~, the said Executor
of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside
the Commonwealth of Pennsylvonia, and that the figures opposite oa . m of the Inyentory represent it's fair value
.s of the dato of decedent's death.
Sl.tJo...lY\
and subscribed before me,
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fO./ ""'..(/'/u,<.., 7) ~.,(/,j, Lfl
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Eunice J. Burkett, NOTARY PUBLIC
MOf Comm;ss!On Exp:res Feb. 4. 1935
Harrisburg, PA Oaupll:n County
19 71
xocutor . Adminil ato
Fred A. Pennington, Sr.
P.O. Box 1453
j
Harrisburq, PA 17105
Addr."
Date of Death
19th
Day
July
Month
1980
Y..r
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal repr..entative.
2. A supplement inyentory must be filed within thirty days of discoyery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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Inventory of the real and personal estate of
George N. Pennington
deceased
PERSONAL POOPERl'Y
Miscellaneous household goods found in apartrrent at Bethany Village,
~csburg, Pa.
amta1 refund, Bethany Village, Mechanicsburg, Pa.
l\ccow1t held at The People's State Bank of Wyalusing, Pa.
A. Account 010-4803-2, accamt balance and accrued interest
1\ccounts held at the Bank of Central Pennsylvania, /obntoursville, Pa.
A. 1\coount 16-296-291-4, account balance
B. Account E-1l45
accrued interest
C. Certificate ARl479
accrued interest
D. Certificate ARl912
accrued interest
1\cccm1ts held at Camonwea1th Naticna1 Bank, Shirarenstown, Pa.
A. Account 16-004-704-1
B. Certificate 16-1284
C. Certificate 16-1339
D. Certificate 16-1296
E. 'lbtal accrued interest on C., C., and D.
F. Net proceeds fran sale of following treasury notes:
1 - August 15, 1974, $1,000.00 - 36141
9% Treasury Note Series B 1980
1 - August 15, 1974, $1,000.00 - 36142
1 - February 15, 197B, $5,000.00 - 1622
8% Treasury Note Series A 1985
4 - February 15, 1979, $1,000.00 - 590, 591, 592, 593
9% U.S. Treasury Note Series B 19B7
Principal balance on roortgage held on property in Bradford County,
original nortgage of $6,800.00 for 15 years at 6% interest annual, dated
July 21, 1967
350 00
1BO 00
1,373 54
2,420 13
49,458 26
566 70
2,000 00
12 49
1,500 00
12 18
7,632 83
15,000 00
2,000 00
1,500 00
115 30
9,756 71
1,034 24
ACC.J 1".'31
APPLICATION FOR CHARIT ABLE EXEMPTION
FROM PENNSYLVANIA TRANSFER INHERITANCE TAX
(Act of May 28,1956, P.L. 1757, and Act of June 1S, 1961,
P.L, 373, a. amended)
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COMMONWEAL TH OF PENNSYLyAtllA
OEPARTMENT OF REYENUE
BUREAU OF COUNTY COLLECTIONS
Application is hereby liled 10, the opproyal
of on exemption from Pennsylvania Transfer
Inheritance Tox on the transfer of the property
described below:
1. Bureau File ~ 21-~0-5~..
2. Dole 01 Death 7 /.!_~!!O. .-.
3. Ooto of Approyol 1/twm.lhv) /'1/ / f,f()
4. Nome 01 Decedent George N. Pennington
\
5. The Commonweolth's approised yalue 01 the property lor which an exemption is claimed is $ 1,000.00
(Note: Where the property is other than a specified amount of cosh, the exemption cannot be approved until the value of
the property has been estobli.hed by appraisal by the Commanweolth, except in thase cases where the omount 01 the gift
or bequest represents 0 stated fractional or percentage portion of the entire estate or the entire residue. In those cases
enter such fractional or percentage amount above).
6. Check the manner in which the transfer was effected and submit Q copy of the document authori:ting the transfer, unless
such material has been previously filed.
WILL 0.;
DEED 0;
TRUST INDEHTURE 0;
SURVIVORSHIP 0;
OTHER 0;
(It other, exploin)
7. Correct Business Name and Address of Charitable Organization receiving property:
HAME Faxon Kenmar United Methodist Church
ADDRESS 1301 Clayton Avenue, Williamsport, PA 17706
o See listing on reverse side for odditional eharitoble orgonizations coyered.
8. I certify that the information contained herein is, to the best of my knowledge and belief, true and correct.
".~,"" .,,~,;.... ~~.;,.O ,'\\"''''1 t/l \\., ~
Address al Applicont 112-114 N. 2nd St., P.O. Box 1164, Harrisburg, PA 17108
Ollicial Title Attorney for Estate of Date November 11 , 1980
George N. Pennington
This farm must be completed in triplicate and all three copies delivered to the Register of Wills far the County In which the decedent
resided, or in which letters were issued for a nan.ro:!loident decedent's estate. If the decedent was 0 non_resident of Pennsylvania and
letters wero not issued by 0 Pennsylvania Register of Wills, deliver all three copies to the Director, Bureau of County Collections,
Penna. Department of Revenue, 26 S. 4th Street, Harrisburg, Po.
00 not write below this line - For Olliciol Use Only
APPROVED: For the Socretary 01 Revenue REFERRED 10 Bureau Headquorters
Approyed 0
For Secretary of Revenue
Denied' 0
(lnilials 01 Register 01 Vlills)
(Authorized Signature)
(County)
(Title)
(Dote 01 Approyal)
(Dote al Relcrro!)
(Dote 01 Action)
.. See reverse side for reasons
MUST BE FILED IN TRIPLICATE
ITEM DATE NAME OF PAYEE REMARKS AMOUNT
NO.
8/4/BO Reaister of Wills Recording Will $ 57.00
8/9/80 cer Arnold Funeral Hcxre Funeral services 4,873.50
10 In Ion ,~" "' M.n. Medical services 320.00
8/9/80 CcM1ey i\ssociates Medical 30.00
n In Ion ""'" nr .'1.__'- Te1enhone service 8.62
8/9/80 Dixon Phal:m3.cv Drugs and rredicine 41. 27
8/22/BO U.S. Postal Service Insured certified nail 25.99
Q ,-- ,-- I Ch=,"Z M>nnri als Headstone date 93.91
.
Reaister of Wills Inventorv, debts and deductions 9.00
n~' _'"_~ _r ,.T<"_ "'" ,-- final account 80.00
",._,~ fees 8.00
('",,,...-,' r. Professional services 250.00
,
TOTAL I $5.733_39
I hereb certif that to the best of m know led e and belief the fore oin is a 'ust and true statement of debts f~r?r~1.;;'1
REV04!5 EX+ 13~801
COMMONWEALTH OF PENNSVLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEDENT
~
.,
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
-
Estate of Georqe N. PenninQton Date of Death July 19, 19!1Qle No. 21-80-511
WHEN CLAIMING THE FAMilY EXEMPTION, COMPLETE THE FOllOWING:
Claimant
Relationship to Decedent
Claimant's Address at time of Decedent's Death
y y y 9
expenses and expenses of administration submitted to t
9 J
ctions for I
~ f?~r
DATE
SIGNATURE OF FI DU RV
OFFICIAL USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S .!J "l '11, ,:< q
.
AT
--
&";/6 %TAXRATE
~
. /I a., j,fJ
~ Aj- REGISTER WILLS
f-/1/'-?/
GENERAL INHERITANCE TAX INFORMATION
.
~
Unsatisfied liabilities incurred by the decedent prior to his/her deoth are deductible ogainst his/her taxable
estate. In addition to debts incurred by the decedent or estate, ather items are c1aimoble including the cost of
administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone
or 9raye marker and other related burial expenses.
All debts being claimed against an estate ale subject to the apprayol of the Register of Wills with wham 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 may be claimed by a spouse of a decedent who died domiciled in Pennsylvonio, 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 spause or child, the exemption can be claimed by
a parent or parents who ore members of the same household as the decedent. The family exemption is allowable only
against assets which pass by a will or by the Pennsylvanio Intestate Laws.
NOTE: Compensation paid to an estate representative; namely, an executor or administrator, far services
performed in odministering on estate is reportoble for Pennsylyonio Income Tax purposes. This toxable income
item should be reported on form PA.40.lndividuallncome Tax Return.
...:. t'" ~ 0 ("l :> r:l :> :s
-:q- z 0 0 0 Vl 0
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the family exemption is being c1oimed, indicate the c1oimont's name, oddress and his/her relotionship to
the decedent. Enter "family exemption" in the remorks column ond the omaunt c10imed in the omaunt column.
2. Assign consecutive numbers to each item listed.
3. Enter the date on which eoch debt was incurred and/or poid.
4. Enter the names of eoch payee.
5. Provide a brief explonotion in the ren,arks column for eoch debt claimed.
6. Enter the amount of eoch debt being claimed.
7. The form must be signed by the person who has ossumed the responsibility for paying the d..bts.
IF ADDITIONAL SPACE IS NECESSARY USE BY2" x II" SHEETS,
REV"4!l1 t',X+ 18-80).
" COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
(Instructions 011 Reversn Sid/!J
Estate of George N. Pennington
ITEM
NO.
DESCRIPTION
UNIT
YALUE
Miscellaneous household goods found in apartment
at Bethany Village, M3chanicsburg, Pa.
Ia1ta1 refund, Bethany Village, M3chanicsburg, Pa.
Account held at The People I s State Bank of
Wyalusing, Pa.
A. Acoount 010-4803-2, account balance and
accrued interest
Accounts held at the Bank of Central Pennsylvania,
M:lnt.oursville, Pa.
A. Acoount 16-296-291-4, account balance
B. Account E-1l45
accrued interest
C. Certificate ARl479
accrued interest
D. Certificate ARl912
accrued interest
Accounts held at Camonwea1th National Bank,
ShiJ:emansta-m, Pa.
A. Account 16-004-704-1
B. Certificate 16-1284
C. Certificate 16-1339
D. Certificate 16-1296
E. Total accrued interest on B., C. and D.
F. Net proceeds from sale of follMng
treasw:y notes:
1 - August 15, 1974, $1,000.00 - 36141
9% Treasury Note Series B 1980
1 - August 15, 1974, $1,000.00 - 36142
1 - February 15, 1978, $5,000.00 - 1622
B% Treasury Note Series A 1985
4 - February 15, 1979, $1,000.00 -
590, 591, 592, 593
9% u.S. Treasury Note Series B 1987
Principal balance on rrortgage held on property in
Bradford County, original rrortgage of $6,800.00
for 15 years at 6% interest annual, dated July
21, 1967
TOTAL
If additional space is necessory, use 8W' x 11" sheets.
~~
~l~'
"",~
ESTIMATED
MARK ET
VALUE
$ 350.00
180.00
1,373.54
2,420.13
49,458.26
566.70
2,000.00
12.49
1,500.00
12.1B
7,632.83
15,000.00
2,000.00
1,500.00
115.30
9,756.71
1,034.24
$94,912.38
DEPARTMENT
VALUATION
[OFFICIAL USE ONL Y!
QUESTIONS CONCERNING PROPERTY TRANSFERS
1, Did decedent, within two years of death, make any transfer of any material part of his estate without receiving
valuable and adequate consideration? (Answer "Yes" or "No".) No.
2. Did decedent, within two years of death, transfer property from himself! herself to himself/herself and another party
or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) l'la.-
3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following
information:
a. Age of decedent at time of transfer.
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
therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No".) No.
a. Was there any possibility that the property transferred might return to transferor or hiS/her estate or be subject
to his/her power of disposition? (Answer "Yes" or "No".) No.
b. \'/hat was the transferee's age at time of decedent's death?
5. Did decedent in his/her lifetime make any transfer without. receiving a valuable and adequate consideration therefor
under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her
death:
a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) No.
b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Yes" or "No".) No.
6. If the answer to five b. above is "Yes," state whether the right was reserved in decedent alone or others.
7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Yes" or "No".) No.
8. Did decedent, at any time, transfer property, the bmeficial enjoyment of which was subject to change, because of
a reserved power to aller, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Yes" or "No".) No.
9. If the answer to eiRht above is "Yes," Vias the power to aller, amend or revoke the interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer "Yes" or "No".)
REV:';si EX+ 13.80)
COMMONWEALTH OF PENNSVLVANIA
OEPARTMENT' OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEOULE "0"
BENEFICIARIES
*
(Instructions on Reverse Side)
;
,
Estate of George N. Pennington
BENEFICIARIES AND ADDRESSES
RELATIONSHIP
SURVIVED
DECEDENT
DATE OF
BIRTH
INTEREST OF BENEFICIARY
Fred A. P
P.O. Box 1453
PA 17105
Son
es
life interest
Elizabeth W. Pennin
P.O. Box 1453
Harrisburg, PA 17105
u hter-in-law
es
life interes
Fred A. Pennincrtcn , Jr.
307 Belaire Drive
Shirem:mstown, PA 17901
andson
es
of a e
remainder interest
Cynthia P. Clippinger
16 Mllrm'a Avenue
PA 17055
anddaughter
es
of a e
J:em3.inder interest
s
S2.nnn nn
1421 Washin on Boulevard
Wi11iamsport PA 17706
Faxon-Kenmar M:thodist Church
1301 Clayton Avenue
Willi rt, PA 17706
es
Alice P. Blair
803 Sheridan Street
Willi rt PA 17701
ister
es
of a e
cash of $2 000.00
The above beneficiaries are living at this time except for the following:
NAME
DATE OF DEATH
. . .
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
REV.45~ EX+ (8-1\0)
COMMONWEAL TH OF PENNSYL VANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
(Instructions Oil Rt!vl~rse Side)
Estate of r-pnrgf! N. l'P.nn;nqt:an
ITEM
NO.
DESCRIPTION
TOTAL
MARKET
VALUE
PE
RC
E
NT
"None. II
TOTAL
If odditionol spoco is necessary, use BV," x 11" sheets.
~.
~;.~
, !K .,
..,.,~.,~~;.
1::':'..' ,
~.,::,::, ~"......~..t.
VALUE OF
DECEDENT'S
INTEREST
DEPARTMENT
VALUATION
{OFFICIAL USE ONL YI
,~'t.--e..,
./1/_-1)-1U-
,.4'g
.
i
i
I
ftI!V-.\U ltx+ (M01
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
[] Original
o Supplemental
o Remainder
File Number
21-80-0511
Estate Nome
George N. Pennin~ton
Dote of Death
Julv 19, 1980
Social Security Number
11';0-01:635.6
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inhe,itance Tox Approiser in ond for the County of ~hp",~ "Pc"
Pennsylvania, do ..Ipectfully report that I haye opprolsed the rool ond pe"anol property 01 reporte in t e oregoing
return at the values set forth opposite each Item in the last column to the right in S eaules "AU, liS", "e", and uE"
. ,
I _;;~
Doted:
SeDtember 4, 1q81
INVENTORY
VALUE AS APPRAISED
CODE
ADJUSTMENTS
(HARRISBURG USE ONLY)
REMAINDER APPRAISEMENT CODE
Real Property (Schedule A)
$
None
00+
Personal Property (Schedule B) 10+
Jolnt.Held Proporty (Schedule E) 20+
Transfers (Schedule C) 30+
TOTAL GROSS ASSETS _--911.,.9..12.... .38_
L... Debts and Deductions
(SCHEllULE F)
CLEAR VALUE OF ESTATE
o Life Estate
o Annuity
40-
RATE
FACTOR
PRINCIPLE
VALUE
FOR USE OF REGISTER ONLY
Tax on $
CODE
COMPUT AnON OF TAX
5
5
5
$_
5
6%
T ox on S
15%
Tax on $
Tax on $
Tax on $
Exemptions
Total Estate
5
5
5
TOTAL TAX
INTEREST FROM
BALANCE
TO
Leu Crodlts
DATE OF PAYMENT
INTEREST
TAX CREOIT
AMOUNT PAlO
OISCOUNT
s
+ S
$
5
=
+
=
BALANCE
TO
5
92+
93-
CODE
:I
'; /fEVo51~ FO (708.01,
I,: '* NOTICE OF FILING OF APPRAISEMENT
., COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELO OPERATIONS
Mr. Fred A. Pennington, Sr.
P.O. Box 1453
Harrisburg, PA 17105
RE: Estate of
County of
File No,
npnreP N P~nninf~nn
Cumberland
:>1_Rn_nC:;11
Dear Mr. Pennington:
You ore hereby no ti fi ed that the n..i gi n~'
appraisement in the estate of n..n..gp N P..nnington
has been filed in the office of the Register of Wills of Cumberland
County on ~"pt..,mhp.r 4 , 19..8.1.. Said approisement reflects the following valuations:
Real Es tote
Personal Property
Jointly Owned
Transfers
Total
N'nnp-
Q4,Q1:>.1R
NonA
Nnrll:::'
94,91:> 1R
As to such tax that is paid within three months from dote of death, 0 five (5%) percent
discount is allowable. As to any tax that remoins unpaid after nine (9) manths (fifteen months
when death occurred from December 22, 1965 to June 16, 1971, inclusive; ond twelve manths when
death occurred priar to December 22, 1965) from dote of death, interest at the rate of six (6%) percent
per annum is charged,
Any party in interest who is aggrieved by this notice may object thereto within sixty doys
after receipt af said natice as provided by Section 1001 of the Inheritance and Estate Tax Act of
1961,72 P.S. 2485-1001, P.L, 373.
Dote
Seotember 4. 1981
Signed
~~~~
Title Chi "f' ADDr~i "..,.
NOTE: This is nat a bill.
~EV.51~ Fa (7.~01 .
~ ,. NOTICE OF FILING OF APPRAISEMENT
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
~w. Fred A. Pennington, Sr.
P.O. Box 1453
Harrisburg, PA 17105
RE: Estote of
County of
File No.
g991'~9 ~~. PearJ.1Fl~ten
rU!"l'lh~rl ~"'r1
21 gg (lS11
Dear Mr. Pennington:
You are hereby notified that the QF1;;iRaJ.
appraisement in the estate of C1ilQF~ 'I. PIlAAiAGt9R
has been filed in the office of the Register of Wills of ('"mnco..' 0......
County on ~Apt-.A",hAl" 4 , 19 E.1... Said appraisement reflects the following valuatians:
Real Estate lJl"lnr-lo
Personal Property 9h.01? -::tR
Jointly Owned t,'nn~
Transfers .Tnrt3
Total 9~,91?- 3~l
As to such tax that is paid within three months from date af death, a live (5%) percent
discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months
when death occurred from December 22, 1965 to June 16,1971, inclusive; and twelve months when
death occurred priar ta December 22, 1965) f,om dole af death, interest at the rate of six (6%) percent
per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within sixty days
after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act af
1961,72 P.S. 2485-1001, P.L. 313.
Date
SentAmber 4, 1qR1
Si gned
~'2;1~
(. i
r!hipf' ^pp1"'~iqA1""
Tille
NOTE: This is not a bill.
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
INHERITANCE TAX
APPRAISEMENT
~
~....,
. '~I
" .' .
,.t~~~~
REV-457 EX. (7-eO)
1. T.tol Reol Property - SCH. "A". . . . .. $
2. Total Personol Property - SCH. "B". . . . $
3, Totol Jointly Owned Properly - SCH. "E" $
4. Total Transfers - SCH. "C". . .'. . . .. $
Nonp.!
Unreported S
Unreported S
Unreported S
Unreported $
$ Mnnt=!!
$ 94.912.38
$ None
$ None
$ 94,912.38
l:]ORIGINAL
o SUPPLEMENTAL
File No. __..21::&.0-0.5J..1
Estate of
George..ll...,P.enningtoD-
Caun ty
Cumberl.<Illd
Date of Deolh _Julv 19, 1980
In the event that any futurtl inturest in this e,;tn.e Is 'tonsfoned In POI;~slon or enjoyment 10 collateral heirs of tho decodent aft.r the
expiration of any estale for life tit for ynars, the Commonwealth hereby expressly rest'rves the right to appraise and ouen transf.r
Inheritance foxes of Illa 'awful coUoterof rale on any such future Interest.
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
ASS ET 'SU MMA RY
DEPARTMENT'S
APPRAISED VALUE
94,912.38
None
Nnnp.
o LIFE ESTATE
DANNUITY
TOTAL GROSS ASSETS
DREMAINDER
TOTAL VALUE
$
I
I
;
I
I
I'
I
,
i
I do hereby certify that the oboye app~~ade in con~ity with Pennsylvania law ond hos been filed this
day with the Register of Wills. _ , , jJ ~
~1:.4J H... C-- SeotemhAr 4. '981
I APP ISER DATE
I
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
'*'
COUNTY FILE NO:
. ~ /.- .// /)~/I
OATE
-- /) '.f,
" /. ..,.(
.. ,." I ,: .;. , r' .J......# ,'",," .I 5/: /
... ,
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ESTATE
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/,:.1-,1.-1/// _'1:;~1./ t: _. \ he.
/!'
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/
FILE NO.
./ "/'/r/
.,
/
COUNTY
, '_//.,/,., I;i j;:-"':'/ji..-4'~
f
/
, l'
./ -"..4 ,....~'
/I
/.'(
/(/Ji1
DATE OF DEATH
Appraised Value of Estate:
Real Estate
Personal Property
&
+ j</ 1/,;:
:;'::.p
.t.
,
Jointly Held PropenylTransfers
+
To:ol Gross Estate
& .f," 'I' ('i ~'/.
I I . /,.;,... _,1
Totsl Approved Deductions
,'..'I...Vl ...(/
" I I ,./,
(
Clear Value of Estate
&//
1/,- ,,'/
/ ,1'1/
,
Less: Approved Charitable Exemptions
/ ,'-!i.O .~()
Clear Value of Estate Subject to Tax
& ,j"'/ - f
. l' / /'J /: /
Amount Taxable @ 6% Rate
",'.., '11'- f;: ''/
& /"./ ' ) tax due
f
'I ,L-(,'-(J ~....--r) tax due
/
& ';,/'1b.'1o
I
I;' .'_J-a . ,r-()
Amount Taxable @ 15% Rate
TOTAL PENNSYLVANIA INHERITANCE TAX OUE
& '7~1/: /j~, '/ ()
,
* .. .. ,.. * .. A five percent discount totaling S
will be granted if the Inheritance Tax is paid by
Less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREOIT
tf- ?- PI!
$..:., '-;-',.-:,. I.'/i
+
$ ;. .::~... ./;;~- $
=
S ;';'/1 -;.'i </(1
, ,/ ,~ -I,' r
,
+
=
+
=
Int8rest accrues at the rate of six (6) percent per annum
on the unpaid balance of Inherilance Tax from
to date of payment. Interest due if paid by
is
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
. : -~ .-
-"".t.f. _I , 'l",-,:,,"~ r. _/'~(,"'i) .n/r~("1
'_, '. .~.",/ ,/;1" ,., ......-- , ,I ' t (.,' .
Assessed by: /' I/./ "',, ,.':.. /1....
See Intormalion on Reverse Side Age"l tor the com~onwe.!!!!:!. - /
I; I-
/)/ --;j ~..t-C.L ~J
"
G
.1/,' .} I,
t.' I Ct.
/ I '<-'--1.-/
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CALDWELL, CLOUSER & KEARNS
A P~O"ES810NAI. CORPORATION
THOMAS D. CALDWELI.,JA.
PAUL E. CLOUSER
RIC......RD I.. KEARNS
CARL O.WA5S
JAMES A. CLIPPINGER
CHARLP:;S J. DEHART,IIl
......MES L.OOl.DSM1TH
ATTORNEYS AT LAW
112-114 NORTH SECOND STREET
P. O. BOX 11604
HARRISBURG, PENNSYLVANIA 17108
717-Z3Z-:-6el
September 17, 19B1
Ms. rotary c. Lewis
Register of Wills
Cumberland County Court House
Carlisle, PA 17013
Re: Estate of George N. pennington
File No. 21-80-511
Dear lots. Lewis:
As per your assessment of September 14, 1981, please find
enclosed the Estate's draft in the amount of $928.26 which
we, calculate to be the balance due with interest.
".-;:\
Please furnish a receipt in the self-addressed stamped envelope
ench"lsed. Thank you.
Very truly yours,
-k--~ ~r~-
James R. C1i~Pinger
CALDWELL, CLOUSER & KEARNS
JRC/jc
Enclosure
.c."........... ".
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
.
COUNTY FILE NO: 0(1- g D -::>11
ro, WK~ Vi( dw'~ t~1
~ -a. '_' llfeY
,-' ~~~(' (~
(
/7JO:r
DATE ,;,)-3 /9c:
ESTATE .\JJl.r\r] ,') 'Y\ , f0vc'YV~l..;;"",
\.\ ~
FILE NO, .;( 1 - (() - r; 1/
COUNTY ("'//rV'.~.(j.-.joNo_.1
DATE OF DEATH ~vJ\1 I? f 98' 0
( '....1 TQTAL;P.ENNSYLVANIA INH.~RITANCE TAX DUI;,
+'.f.-",w /f"''''- Lf-/9.fr/ l...> t'j-/b- 9/ )
* * * * * * A five percent discount totaling $
will be granted if the Inheritance Tax is paid by
$
910., c ro ~_
.(0, (.3
9 30. ~7'
Appraised Value 01 Estate:
Real Estate
$
Porsonal Property
+
Jointly Held PropertylTransfers
+
Total Gross Estate
$
Tota' Approyed Deductions
Clear Value 01 Estate
s
Less: Approved Charitable Exemptions
Clear Value ef Estate Subject 10 Tex
s
Amount Taxable @ 6% Rate
s
tax due
$
Amount Taxable @ 15% ROle
tax due
Less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
'7-1(-81
$ q/IJ. 61,
+
s
s 18 .J.O
=
s
gd~. ;J.,~
+
=
+
=
Interest accrues 8t the rBte of six (6) percent per annum
on the unpaid balance of Inheritance Tax from
to dale of payment. Interest due if paid bV
is
BALANCE OF PENNSVLVANIA INHERITANCE TAX DUE
$
a. .43
Assessed by:
S I f . R S'd AgenlfOrlheC:J7mmon 8811h..
eo n ormallon on everse Ie" '. ( I r"'-:-- )
. '1-' , . :;.,;' I, -<.-'
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REV: 1S93EX (02-84)
PENNSYLVANIA DEPARTMENT OP REVENU= !
BUREAU OF ACCO:.Jl\lTS SETT!..:M:.NT I
P.O. BOX 8903 'I
HARRiSBURG, FA ; 7105 ,
ASSESSMENT
CONTROL. NO,
INHERITANCE TAX
101
RECORD ADJUSTMENT
DATE 04-17-84
ESTATE OF PENNINGTON GEORGE II FIL.E NO. 21 80-0511
DATE OF OEATH 07-19-80 COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREOIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
PAYMENT TO THE REGISTER OF WIL.L.S OF THE ABOVE COUNTY. MAKE CHECKS PAYABL.E TO "REGISTER OF
WILLS I AGENT. II
JAMES R CLIPPINGER
POBOX 1164
HARRISBURG 17108
PLEASE RETURN THIS
PORT ION TO REGISTER OF
WI LLS IF PAYMENT DUE
~'__ ~LJ.T .~L<?NG THI~ _L!fo!.E_ _ _ _ _ _ ... _ _
,
,..~E~~IS93EX (02-84)
j PENNSYLVANIA DE?ARn~:NT OF REVENUE I
6\JREAU OF ACCOUf\:7S SETTLEMENT '
P,O, eox 5903 I
HARRISBURG, P~ 17105 I
ESTATE OF PENNINGTON GEORGE N
DATE OF DEATH 07-19~
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT
PAYMENT TO THE REGISTER OF WILLS OF THE
WILLS. AGENT."
INHERITANCE TAX
RECORD AOuUSTMENT
I
'ASSESSMENT
: CONTROL NO.
I
101
IOATE 0.4.::17-84
FILE NO. 21 aO-U5ll
COUNTY CU~BERLAND
SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
ABOVE COUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF
JAMES R CLIPPINGER
POBOX 1164
HARRISBURG 17108
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
'?l,!'!: _A.!-~~~ _ ,!:HJ~ .!-!~E_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ... _ _ ... ... _ _ _ _ _ _ _ _ - - - - - - - - - '
"INHERITANCE TAX RECORD AOuUSTMENT"
ESTATE OF PENNINGTON
GEORGE
N FILE NO.21 80-0511
ADJUSTMENT BASED ON:
SYSTEY. CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule Al
2. Stocks and Bond!> (Schedule 8)
3. Closel'! Held Stock/Partnership Interest (Schedule Cl
4. Mortgages ar:d Notes (Schedule Ol
e. Cash & Miscellaneous Personal Property (Schedule El
6. Jointlv Owned Propert\' (Schedule F)
7. Tr.nsfers (Schedule G)
S. Total Gross Assets
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdminIstrative Costs/MIscellaneous
Expenses (Schedule H)
1 Q. Debts/Mortgages/liens (SChedule I)
11. Total Deductions
12. Ne: Val...e of Estate
13. Charitable Bequests (Schedule J)
14. Net Value Subject t~ Tax
TAX:
15. Amount of line 14 taxable at 60/0 rate
16. Amount of line 14 taxable at 15% rate
17. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE # INTEREST (-)
09-08-80 063320 236.84
09-18-81 023794 22.69-
09-25-81 069703 0'-
INTEREST IS CHARGED FROM 09-26-81 TO 05-02-84
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM.-
. IF PAID AFTER DATE INDICAT:D SEE R:VERSE FOR CALCULATION
OF ADDITIONAL INTEREST
RETAIN THIS PORTION FOR YOUR RECORDS
ACN 101
DATE 04-17-84
III
121
131
( 41
151
161
171
.00
.00
.00
.00
94,912.38
.00
.00
( BI
94,912.38
( 91
(10:
.00
5,797.23
(111
(12,
{131
(141
5,797.29
89,115.09
1,000.00
88,115.09
(151
1161
84,115.09
4,000.00
5,046.91
600.00
5,646.91
X,06=
><'15=
(17)
AMOUNT PAID
4,500.00
928.26
2.43
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
2.08
.32
2.40
(If Balance Due IS less than $1.00 no payment is reauiredl
,--- ---- -- - - -- -- --- -- - - --- --- --- -~ - -- --- ----
,
AEV.lUI2 EX 11/82
.. . COMMONWEALTH OF PENNSYLVANIA
NoIIIO 6115 2 DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSVLVANIA INHERITANCE AND ESTATE TAX
~.
~
, RECEIVED FROM:
,r ~A-.-penniR9t-onrBr.---._..::l
I ~.ldwu,-e-lou.er"'.8r-J(eern.-
--ll2-l-14-8-.-s.o0nd-st..,-p..O . Box-116
L 1fATl' bbllE'-9rPa. 1.1-108.J
ESTATE INFORMATION:
FILE NUMBER
NAME OF DECEDENT
DATE OF PAYMENT
FIRS
o
ACN
G AMOUNT
.
POSTMARK DATE
COUNTY
OA TE OF DEATH
REMARKS
A....
Assessment Control No.
, nt
') An
SEAL
~TOTAL AMOUNT PAID
~
~
!
II
~
"'I
4
;
_n_JJ
., An
RECEIVED BY
,- ", i /
"t.) , ~
~"", I I /,' , J j.
, , ,~ IIGN RE
i: .
- y~. (,? ,)
--
-_.
REGlSTEf1 Of vVILLS
_L ____..__........
---_.~--
--
.. ~
,-------- --- --_. - - -. --- - --_. ----.----.--- -- ---
I
I
,
RECOllDED.orr! 'I
REGI$H' ;.
'84 HAY 25 A!ll:' ~
CLER~ -O,\t'H~I;':', ("
CUHBI,lfl,.";; ,::".'
Discount:
If any tax due is p;id within three (3) months after the decedent's death, a discount of
five percent (5%) of the tax pilid is allowed.
. the discount period is calculated in calendar months. Example: date of death 1-15-82,
discount period expires 4-15-82.
Except for tax on a future interest. inheritance tax becomes delinquent 'at the expiration of
nine (9) months from the date of death.
. Inheritance lax on a future interest becomos delinquent at the expiration of three months
from:
- the date of election to prepay or
- the date of death of the life tenant or annuitant
Interest is calculated on a daily basis from
- delinquent date to date of payment on any tax unpaid on delinquent date
- date of last delinquent payment to date of payment on any unpaid balance.
Interest is charged at the following rates:
Delinquent Date Annual Interest Rate Dailv Interest Factor
Interest:
5/27/43 to and including 12/31/81
111/82 to and including. 12/3 1/82
1/1/83 to and including 12/3 1183
1/1/84 to and including 12/3 1184
6%
20%
16%
11%
,000 164
,000548
.000438
,000301
Those estates that become delinquent on or before December 31, 1981 will mainuin
a constant interest rate. The rate in effect when the tax first becomes delinquent will
remain constant until the delinquent tax balance is paid in full.
Those estates that become delinquent on or after January 1. 1982 will conUlin a variable
interest rate. Thus, taxes that remain outstanding from calendar vear to calendar year will
be subject to the different rates in effect on each January 1.
Interest is calculated as follows:
INTEREST = BALANCE OF UNPAID TAX X
NUMBER OF DAYS X
DAILY INTEREST FACTOR.
If a tax balance remains outstanding for more than one calendar year, a separate interest
determination must be made for each year at the applicable rate. (Only one calculation
is necessary jf the estate maintains the constant interest rate.)
Any Notice issued after the tax becomes delinquent will reflect an interest calculation to
fifteen (15) days beyond the date of the notice. If payment is made atter the
interest computation date shown on the Notice. additional Interest must be calculated.
To Remit Payment: Detach the top portion of this Notice and submit with your payment to the Register of Wills
of the county shown en the Notice.
. Address information is listed on plge 13 of the booklet. "Instructions for Inhefltance Tax
Return for a Resident Decedent"
. Make check or money order payable to: Register of Wills, Agenl