HomeMy WebLinkAbout80-00525
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525
21-80
No.
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Estate of .F [0/2 C,v C f.;:..',/JitJ /lJ c; (.f!-ttJEI /Z~~ed.
To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania.
Petltloner(s) Is (are) the execut r'R named In the Last Will and Testament of
;::/Of?6t/tI p II N?I Sill, uY, 1-;> "'/'l dated /t1;J/?~.L 1..1 Lt>"7 7
Decedent was a citizen of the United States and a resident of C A-/<! .J..: ( S L. k.
Township (Borough), Cumberland County, Commonwealth of Pennsylvania.
Decedent died on 77J g ~ J')\/ the )( day of ,Ii; L V A.D. 19-2.a In the
. r j)A (
County of W-/P 8aA!. A;1/1tf) ,State of ~ at the age of 2L years.
Decedent '-(has not) been married and~has not) had children born to ~her) since the ex-
ecution of the above described Will.
Decedent was possessed of personal property to the value of LA ..;,.,c, !- h /J':uJ ,!..,.,rI
and of real estate to the value of
IJ
as near as can be ascertained; said real estate situated as follows
Therefore, your petltioner(s) respectfully apply(ies) for the probate of the said Last Will and Testa-
ment and for Letters Testamentary theron.
Dated
A tf:J ON~I- 3, Pl,.O
. (;
Name and address~
of Petitioner(s) ,
,/ 70ci \
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
l ss
j
GIlI'~t J-., /~/ INj
named in above application, being duly 0/tJ D 6')) {lccording to law say(s) that the
statements set forth in this petition are true to the best ofJ '" knowledge and belief..
..s u..' C o!JlL and subscribed before
me, _ -4-"4-tol:. ~ 19 f:'".C'
a v /} Y
-/Jl.4d4-L-~.2L&~J
IT tfAe91Ster
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K ~iprX .f(.
Filed: August 11, 1980
Attorney
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LAST WILL AND TESTAMENT OF
FLORENCE ANN SCHWEITZER
I, Florence Ann Schweitzer, also known during periods of my life as
Florence Ann Fahnestock and as Florence Ann Kling, of Carlisle, Cumberland
County, Pennsylvania, being of sound and disposing mind, memory, and
understanding, do hereby make, publish and declare this as and for my last
will and testament, hereby reVOking all other wills and codicils heretofore
made by me.
FIRST
I direct the payment of my debts and expenses of my last illness and
funeral from my estate as soon after my death as conveniently may be done.
If there be no cemetery lot available for my interment, owned by me at the
time of my death, I authorize my personal representative to purchase such
cemetery lot with a contract for perpetual care, using therefor funds from
my estate, in such amount as he shall consider necessary and desirable, and
I authorize my personal representative to cause title to or ownership of such
lot so purchased to be vested in such person as my personal representative
shall designate.
-'
'Further, in this connection, I authorize my personal representative
to expena funds from my estate, inroch amount as my personal representative
shall consider necessary and desirable, for the purchase, erection and
inscription of a suitable marker for my grave, if none is owned by me at the
time of my de~~h.
SECO!,;D
I direct that any and all Inheritance, Estate and Transfer Taxes
imposed upon my estate passing under my will or otherwise, shall be paid out
of the principal of my residuary estate.
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FIFTH
Any and all payment or payments of any "urn or surns, whether in cash
or in kind and whether for principal or income, payable to the beneficiaries
of this last will and testament, or any of them, shall be made upon the sole
receipt of the respective individual to whom the payment is made, and free
from anticipation, alienation, assignment, attachment, and pledge, and free
from control by the creditors of any such beneficiary. All shares of principal
and income herein given shall be free from anticipation, assignment, pledge,
or obligations of any beneficiary, and shall not be subject to any execution
or attachment.
SIXTH
I nominate, constitute and appoint my nephew, Gary L. Kling, Executor
of this my last will and testament. In the event of the renunciation, death,
resignation or inability to act for any reason whatsoever of my said nephew,
I nominate, constitute and appoint my niece, Shirley Bear, Executrix of this
my last will and testament. In the event of renunciation, death, resignation,
or inability to act for any reason whatsoever of both my said nephew and
niece, I nominate, constitute and appoint my niece, Julia Ann Kling, Executrix
of this my last will and testament. I hereby relieve my Executor/Executrix
from the necessity of posting security in connection with his/her duties as
such in any j ur isdiction in which he/ she may be called upon to act insofar
as I am able by law to do so.
.,
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this,
my last will and testament, consisting of three (3) typewritten pages, the
first two (2) of which bear my signature in the margin for the purpose of
identification this /7 Aday of
~
, 1977.
.4/tf7.VJ~~L a,.--.tL-/~-fil-{/ (SEAL)
FLORENCE ANN SCHWEITZER
Signed, sealed, published and declared by the above-named Testatrix,
Florence Ann Schweitzer, as and for her last will and testament, in the
presence of us, who, at her request, in her sight and presence, and in the
Page 3 of 4
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OATIl m' PERSONAl. Rt:IJRt~'it;NTATlVt;
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of
Cumberland, personally came G\ A R;) 1_. I'C" 1/ A,f 1
who, being duly h (V t:>1? JJ , do t"".. depose and say that as
t= ~ g:duip..-p--,
of the last Will and Testament of
/::- /r>R ,: AI " ,).,
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";)(1 ~ oJ(: I 'r 2- r'-'/r'/
deceased
JJ ,;_ will well and truly administer the goods and chattels, rights and credits of said deceased according to law. And
I
also will diligently comply with the provisions of the law relating to Transfer Inheritances.
and subscribed before me.
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A.D., 19~
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Be it remembered that on the
11th day of
DECREE
August
80
,A.D.,19_, there was probated and
recorded the last Will and Testament of
Florence Ann Schweitzer
late of
Carlisle
,Cumberland County, Pennsylvania,
Deceased. Letters Testamentary were granted to
Witness my hand and official seal the day and year aforesaid.
Gary L. Klinq
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ReSister.. ti"
J'REV' 1547EX (3-83)
BUREAU OF ACCOUNTS SEmEMENT
PENNSYLVANIA DEPARTMENT OF REVENUE
P.O. BOX 2055
HARRISBURG. PA 17105
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX
ACN
101
DATE
ESTATE OF SCHWEITZER FLORENCE A FILE NO. 21 80-0525
DATE OF DEATH 07-08-80 COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SU8MIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS OF THE A80VE COUNTY. MAKE CHECKS PAYABLE TO 'REGISTER OF WILLS,
AGENT" .
GARY KING
5409 LAWRIE LN
ENOLA
PA 17025
PLEASE RETURN THIS
PORT ION TO REGISTER OF
WILLS IF PAYMENT DUE
~l,!,!: _A.!-9~g _ 'lJIll! _L!~E_ _ _ _ _-:_ .!l~'!' ~I~ _1"c?'\,!~R_ !'913,!19~ _1:,Cl.R. Y9Y13 _I!E_C9!l~~ _ -:'". _ _ _ _ _ _ _ _ _ _ _ _ _ '
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
REV, 1547EX (3-83)
ESTATE OF SCHWEITZER FLORENCE A FILE NO.21 80-0525 ACN 101 DATE 04-18-83
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISEO VALUE OF RETURN 8ASED ON: ORIGINAL RETURN
1. Re.1 Estate (Schedule Al
2. Stocks and Bonds (Schedule BI
3. Closely Hold Stock/Partnership Intorest (Schedulo C)
4. Mortg.ges and Notes (Schedule D)
5. Cash & Miscellaneous Person,1 Property (Schedule E)
6. Jointly Owned Property (Schedule FI
7. Transfers (5chedulQ G)
6. Total Assets
) CHANGED
(1)
( 2)
( 3)
( 4)
( 5)
( 6)
( 7)
.00
.00
.00
.00
.00
.00
.00
( 8)
.00
APPROVEO DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/Miscellaneous
Expensos [Schedule H) ( 9) .00
10. Debts/Mortgages/Liens (Schedule I) (10).00
11. TotJil Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests (Schedule Jl
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was previously Issued, l1nes 14, 15 and/or 16 and 17 will
reflect figures that InclUde the total of.l!1l. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of line 14 laxable at 6% rate (15). DO
16. Amount of line 14 taxable at 15'0 rate (16).00
17. PrinCipal Tax Due
TAX CREDITS:
(11)
(121
(13)
114)
.00
.00
.00
.00
.00
.00
.00
X.06=
X.15=
(17)
PAYMENT
DATE
RECEIPT
#
DISCOUNT (+)
INTEREST I-l
AMOUNT PAID
* IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION
OF ADDITIONAL INTEREST
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
.00
.00
.00
(If B.dance DuE' is less than $1.00 no payment IS required)
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RESERVATiON: in Ih. .v.nl Ihat any future int.r.'1 in Ihi. ..tat. i. tran.f.rr.d in po.....ion or .njoym.nt to
collateral (Class 8) heirs of the decedent after the expiration of any estate for life or for years, the
Commonw.alth h.reby .xpr...1y r...rve. Ih. righl to apprai.e and ...... tran.fer inh.ritanc. tax.. at Ih. lawful
colllterll (Class B) rate on any such future interest.
Purpo.. of Notice: to fulfill Ih. r.quir.m.nl. of S.clion 709 of the Inh.ritance and E.tate Tax Act of 1961 (72
P.S, .ection 24B5-709'.
Obj.ctions: Any party in inl.r..1 not sati.fi.d wilh the apprai.em.nt. allowance or di"lIowance of
deductions. or assessment of lax (including discount or interest) IS shown on this Notice
must object within sixty (60) days of receipt of this Nolice.
. Objections may be made as follows:
_ by written protest to the Department of Revenue. Board of Appeals
_ by electing to have the maUer determined It audit
_ by appeal to the Orphans' Court
Di.count If any lax due i. paid within three (3) month. aHer the deced.nt'. death, a di.count of
five percent (5%) of the ~x paid 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 nine (9) months from
the date 01 death.
. Inheritance lax on a future interest becomes delinquent at the expiration of three months
from:
_ the dJte of election to prepay or
_ the date of death of the life tenant or annuitant
Interest is calculated on a daily blSis from
_ delinquent date to date of payment on any lax unpaid on delinquent date
_ date of last delinquent payment to date of payment on any unpaid balance.
Interest is charged at the follOWIng rates:
Interest
Estates that become delinquent on or before December 31. 19B 1 will maintain a
consUlnt interest rate. The rate in effect when the tax first becomes delinquent will remain
constant until the delinquent balance is paid in full.
Estates that become delinquent on or after January '. 1982 will contain a variable interest
rate. ThuS, taxes that remain outstanding from calendar year to calendar year will
be subject to different rates in effect on each January ,.
INTEREST' BALANCE OF UNPAID TAX X NUMBER OF DAYS X OAILY 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 if the estate maintains the constant Interest rate.)
. Any Nolice issued after the tax becomes delinquent will reflect an interest calculation to
fifteen (15) days beyond the date of the assessment If payment is made after the
interest computation date shown on the Nolice. addllional lnteresl must be calculated.
To Remit Paymen~ D.tach the lOP portion of this Nolice and .ubmit with your paym.nt to the Regi.ter 01 Will.
of the county shown on the Notice.
. Address information is listed on page 13 of the booklet. "Instructions fer Inheritance Tax
Return for a Resident Decedenl"
. Make check or money order payable to: Register of Wills. Agent
Delinquent Date
5/27/43 to and Including 12/31/81
1/1/82 to and including, 12/31/82
1/1/83 to and including 12/31/83
Annual Interest Rate
Daily Interest Factor
6%
20%
16%
.000164
.000548
.000438