HomeMy WebLinkAbout80-00539
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539
No. 21-80
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of
Martha R. Ayle
, deceased.
Mary Lewis
To ~iOOaliG:n~(/tU~IOlil~~, Register of Wills for the County of Cumberland,
in the Commonwealth of Pennsylvania.
IS
PetitionerW ~ the executz.ix-_ named in the Last Will and
Testament of Martha R. Avle dated Fphrn"ry 2Q.J972
Decedent was a citizen of the United States and a resident of
Township
~ Cumberland County, Commonwealth
East pennsboro
of Pennsylvania.
Decedent died on
MnnrhlY
the
4th day of Angn<:t-
State of
A. D. 19J1JL-, in the County of r"mhprl "nrl
Pennsvl vania at the age of R 1 years.
bas ~~li her
Decedent has not been married and has not had children born to bin
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
$1.000.00 and of real estate to the value of
$40.000.00
estate situated as follows
as near as can be ascertained; said real
16 country Club Placp. WP.Rt, F,"Rt
Pennsboro Township, Camp Hill, Pennsylvania 17011
~x
Therefore, your petitioner~ respectfully applies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon.
Dated August 15, 1980
Name and address
of Petitioner1$
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Marie A. Houck
3414 Hawthorne Drive
Camp Hill, PA 17011
COMMONWEALTH OF PENNSYLVANIA t
COUNTY OF CUMBERLAND \ ss
Marie A. Houck
named in above application, being duly
say(s) that the statements set forth in
sworn according to law
this petition are true to the
best of
her
knowledge and belief.
Sworn to
and subscribed before
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me Ang,,<:t 1 <; 1980
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Ii&i& /. 00t Register
Mary Lewis
Karen M. Balaban, Esq.
Balaban and Balaban
223 North Front Street
P. O. Box 1188
Harrisburg, PA 17108
Attorney: ~
Filed:
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August 18,
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1980
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WILL
J, MA HTlIA H. A YLE, of the Township of East Pennsbol'O, County
of Cumbel'land, State of Pennsylvania, declaJ'c this to be my last Will
and J'evoke any Willl)J'evlously made by me.
FIRST: I give, devise and bequeath all of my proper'ty, real,
personal and mixed, of whatsoever kind and nature, and wheresoever
situate at the time of my decease in manner following:
A, One-half (1/2) thereof to my Daughter, MARIE A. HOUCK,
if she survives me and if she does not survive "ne, then to her issue per
stirpes who survive me.
B. The remaining one-half (1/2) to my son, WILLIAM M.
A YLE, conditioned, however, upon his appearing personally before my
personal representative within five (5) years after the date of my death,
this condition being imposed by virtue of the fact that we, his family, have
not heard from him these past several years. In the event my son,
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then give, devise and bequeath his share to my daughter, MARIE A. HOUCK!
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WILLIAM M. A YLE, does not personally appear as above directed, I
if she survives me,' and if she does not survive me then to her issue per
stirpes who survive me.
SECOND: I appoint my daughter, MARIE A. HOUCK, Executrix of
this my last Will.
Page 1 of two pages
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IN WITNESS WHEREOF, I have hereunto set my hand this
, ,',:' U day of
, 1972.
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The preceding instrument consisting of this and one other typewritten
page, as identified by the signature of the Testatrix, was on the date
thereof signed, published and declared by MartraR. Ayle, the Testatrix
therein named, as and for her last Will, in the presence of us, who at
her request, in her presence and in the presence of each other, have
subscribed our names as witnesses hereto.
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(SEAL)
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OATH OF NON-SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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55:
This, the
15th day of
Auqust
Mary Lewis
A. D. 191M, before me, fRi1tbnlt1lfu6n~ Register for
the Probate of Wills and Granting Letters of Administration in and far the county of Cumber-
land, in the Commonwealth of Pennsylvanio, personally came
Karen M. Balaban and Marie A. Houck
who being duly
sworn
according to law deposed and say that they are well acquainted with
the handwriting of
Martha R. Ay1e
whose name is attached as
to an instrument of writing
purported to be
the Last Will and Testament of
Martha R. l',vle
late of East Pennsboro Township
, deceased
and that the said signature is true and genuine, and that the said
Testatrix
is now deceased or absent
Sworn to
nnd subscribed before me,
thic:
15th
day of
August
A. D. 19X 80
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o )d-~~ e. ~~~~~
Mary !'ewd ~ ~ Register
-)fl.fl/~.?2, ell ,j
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per
Deputy Register
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OATIl OF SUBSCRIBING WITNESS
MMONWEALTH OF PENNSYLVANIA I ss:
COU OF CUMBERLAND f
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This .'..... day of ~A:.D.,19 ,
before me, Register for th'c'Pr,obate of Wills and granting letters of Adminislration in and for said C<,>.lln'fy of Cumberland, in
lhe Commonwealth of Pennsylvania, personally came ./
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the subscribing witnesses to the foregoing instrulnel1.t of writir,g purporting to ~,~.tn': last Will and Teslamcnt of
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,Dated
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lale of
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Cumberland County Pa., deceased who being duly
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present, and saw and heard the testa
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sign, S~'at,'l1ublish, pronounce and declare the said
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. Testament and Last Will, and at the time of so doing
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according to law, depose and say, that,
instrument of writing as and for h
was of sound and disposing mind memory and understanding, to the best of
knowledge, observation and belief.
and subscribed before
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Register
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA l ss:
COUNTY OF CUMBERLAND ~
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being duly
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says that as nearly as can be ascertaineclthe said decedent
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R.
Ayk
1'16...cl....y
died on
A- '\J " s+
A.D.,198o,
LJ rh
day of
the
at or about
(. : 3.r-
o'clock, .il:.1:LM.
5 "'UI'l\
and subscribed this
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day of
19.~,before ~
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OATH Qt' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me, the Registcr for the Probate of Wills and granting or Lcllcrs of Administration in and for the County of
Cumberland, pcrsonally came
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A. lI~u ~_I<'
who, being duly
~ w. r.., , do . ... ~ depose and say that as
E )(ecuJr I K
of the last Will and Tcstament of
h",,,'Ht.,,
deceased
,e. A 'I Ie...
will wclJ and truly administer the goods and challels, rights and crcdits of said deceased according to law. And
also will diligently comply with the provisions of the law relating to Transfer Inheritances. S"1d r If and subscribed before me.
A"8,d-l IS-A..D., 19~ ,'----')'71';"';.,/; .').!r."(d/,'
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DECREE
Be it remembcred that on the
18TH day of
80
,A.D.,19 , there was probated and
August
recorded the last Will and Testament of
Martha R. Ayle
East pennsboro Township
, Cumberland County, Pennsylvania,
Deceased. Letters
Testamentary
Marie A. Houck
were granted to
Witness my hand and official seal the day and year aforesaid.
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I- RegIster
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.\~,.,., , , .' " 21-80-539
;,1.' FILE NUMBER .' . ,
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~~~~~OFPAYMENT
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'NAME OF DECEDENT
TAXAT 6%
TAX AT 15%
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TAXAT_%
ESTATE TAX
11108
:1 TOTAL TAX CREDIT
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LE~S DISCOUNT
% INTEREST
TO_1
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PLUS
IFROM I
TOT4 AMOUNT PAID
'.IIAIL'IM It. AYLI
ClIIIbedand
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iC.P9STMARKDATE
;,iiEMARi<S~ ,-.A!D, O. ACCOUIII'-
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RECEIVED BY
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REGISTER OF WILLS,
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INVENTORY OF REAL AND PERSONAL ESTATE
3Jn t~t ilattrr of t~t tstatt of.......Ji~r.!:lHL~:..l~y.~~........................................
late 01 ......~.!!!':L~.';!},l.~~~!l!:.9...?:~~.:!H!~.tP.......in the County ol~~~i~;~Wt~ of penna.: deceased.
)nurnlOfU of the real and personal estate which were of the above-named
....... ........................................................................................ deceased. Taken and appraised
the .................. day of ............................19 (Date of death 08/04/.80 )
......... ..... ...........
REAL ESTATE
All that certain piece or parcel of land, situate in the
To ship of East Pennsboro, County of Cumberland and State
of ennsylvania, more particularly bounded and described
as allows, to wit:
$49,000.0
BEG NNING at a point four hundred sixty (460) feet west of
the Northwest corner of the intersection of North 32nd
Str et and Country Club Place, which point is also at the
div ding li~e between Lots Nos. 98 and 99 on Plan of Lots
her inafter mentioned;
CE in a Westwardly direction and along the Northern
of Country Club Place, a distance of sixty (60) feet
point at the dividing line between Lots Nos. 99 and
on Plan of Lots hereinafter mentioned;
CE North twelve degrees ten minutes West (N 120 10' W)
along the dividing line between Lots Nos. 99 ond 100
Ian of Lots hereinafter mentioned, a distance of one
red fifteen (115) feet to n point;
CE North seventy-seven degrees fifty minutes East (N
50' E) a distnnce of sixty (60) feet to a point at the
iding line between Lots Nos. 98 and 99 on Plan of Lots
einafter mentioned;
CE South twelve degrees ten minutes East (S 120 10' E)
an along the dividing Une between Lots Nos. 98 and 99 on
PI n of Lots hereinafter mentioned, a distance of one
hu dred fifteen (115) feet to a point on the northern line
of Country Club Place, the point and place of BEGINNING.
Ha ing thereon erected a one story brick dwelling house
kn wn as and numbered 16 Country Club Place West, Camp
Hi I, Pa.
BE NG Lot No. 99 on Plan of Country Club Park, which Plan
is recorded in the office of the Recorder of Deeds in and
fo Cumberland County in Plan Book 7, Page 33.
BE NG the same premises which Country Club Park, Inc. by
I':, ir deed doted May 31, 1956, granted ond conveyed unto $49,000.0 Tot
..10 ris A. Ayle and Martha R. Ayle, his wife, which deed wa
re orded in the Recorder of Deeds, of Cumberland County in
De d Book E, Vol. 17, p. 522 on June 5, 1956.
RECAPITULATION
Appraised valus of Personal Property..................................................................... $ ...................
Appraised value of real estate ............................................................................... $ ...................
'rotal appraised value .......................................................................................... $ ...................
AFADA VIT OF PERSONAL REPRESENT-A'fIVE
County of Dauphin ss:
..............................................................................................................................................
ExecuI
Administrat of the Estate of............................................................................................................
.Ieceased, bein~ duly................................,.................................. according to law, depose and say that the
items appearing in the Inventory inrlude all of the personal assets wherever situate and all of the
real estate in the Commonwealth of Pennsylvania of said decedent; that the valuation placed opposite
each item of said Inventory represents its fair value as of the date of the decedent's death; and that
decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears
in a nlcmoranduOl at the ent! of the In\'cntory.
....................................... and subscribed l
before me this.................,................day of
.............................................., A. D. 19........
........................................................................
........................................................................................
Executor - Administrator
.... ...... ........... ................Acid~~~.i...... ................................
INSTRUCTIONS
1. AD IDventory mUBt be flied within throe months after appointment of personal repreBeDlaUye.
2. A supplemental Inventory must be Oted within thirty d."Y8 of discovery ot addltloDal BllleU.
3. Additional sheets may bo attached as to personalty or realty.
4. See Article IV, Fiduciaries Act of 1949.
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INVENTORY OF REAL AND PERSONAL ESTATE
In t~r .attrr of t~r Estatr Pf............~~;:~.~~...~:...~y.~:......................:.............
East Pennsboro Township. Cumb~rland
late of .............................................................In the County of f):UJp!rin; State of Penna., deceased.
Jnllrntotll of the real and personal estate which were of the above-named
............................................................................................... deceased. Taken and appraised
the .................. day of ............................19 (Date of death ....Q.6.l.Q.{I;/.f3fi.......)
PERSONALTY
SSETS
urn ture,
ouch and chair
ormica kitchen set
chairs with table
amps (1 floor, 3 table)
stands, 2 tables, magazine stand, mirror
lassware
-pc. Duncan Phyffer dining room suite
wing-back chairs
1" RCA Color T. V. (not working)
set pottery dishes
tands, linens, pots and pans
awn mower
edroom furniture
ir conditioner
973 Chevrolet Vega
lue Ridge Haven -- credit
eal estate closing credit
ash on Hand
roperty tax rebate
$ 4 .00
2 .00
1 .00
1 .00
2 .00
.00
22 .00
7 .00
1 .00
1 .00
2 .00
1 .00
2 .00
10 .00
65 .00
32 .72
22 .11
1 .00
2 .00
Total this Pg.
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RECAPITULATION
Appraised value of Persenal Property..................................................................... $ ...................
Appraised value of real estate ............................................................................... $ ...................
'rotal appraised value .......................................................................................... $ ...................
AFFIDAVIT OF PERSONAL REPRESENT-A1WE
County of Dauphin 5S'
..........................................................................................................,....................................
Execut
Administrat of the Estate of ...........................................................................................................
c1eceased, being' duly................................................................... according to law, depose and say that the
items appearing in the Inventory include all 01 the personal assets wherever situate and all of the
real estate in the Commonwealth 01 Pennsylvania 01 said decedent; that the valuation placed opposite
each item 01 said Inventory represents its lair value as 01 the date 01 the decedent's death: and that
decedent owned no real estate outside the Commonwealth 01 Pennsylvania except that which appears
in a memor:lI1dunl at the end of the In\'entory.
....................................... and suhscribed ~
belore me this.................................. day of
...................................,........... A. D. 19........
.....................................................................'0.
........................................................................................
Executor. Admlnlltrator
...... .......... ................ .....Acid~;i.i....................... ...............
INSTRUCTIONS
1. An Inventory must be ftled wltbln three months attar appointment ot perRonal representative.
2. A Bupplementallnv(lntory mUBt be flied within thirty d'lYB ot discovery ot additional all8eta.
3. AddlUonal sheots olay bo attacbed 88 to personalty or renlty.
4. See ArUcle IV. Fiduciaries Act ot 1949.
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INVENTORY OF REAL AND PERSONAL ESTATE
3Jn t~r .aUrr pf t~r :eststr pf.......J'!!!);".~).:1.?...R.....h-yll?...........................:.............
I East Pennsboro Township" Cllmb~rland ' d
ate of ................................................... .........tn the County offi:rupnm, ::'tate of Penna., decease .
lnupnlofg of the real and personal estate which were of the above-named
............................................................................................... deceased. Taken and appraised
the .................. day 01 ............................19 (Date of death ...Q!l/..Q.~.t.?9........)
Pa e 1
JOINTLY HELD PROPERTY
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Joi tly owned with Marie A. Houck
341 Hawthorne Drive
Cam Hill, PA 17011
N.B Decedent and her daughter, Marie
Hou k, have owned all funds in their
joi t names since February 1972, All
sub equent investments and accounts
wer derived from these funds.
Per onal
I. tate Capital Savings Assn.
08-114 N. Second Street
,0. Box 1861
arrisburg, PA 17105
l. cct. #002-00-00179 Balance 6,761. 60 0% 3,3 0.8
stablished 4/6/74 Interest 34.17 0% 7.0
2. cct. fI002-20-05774 Balance 3,095.31 0% 1,5 7.6
stablished 4/6/74 Interest 19.92 0% 9.9
3. cct. #002-20-06034 Balance 1,528.48 0% 7 4.2
stablished 6/10/74 Interest 9.83 0% 4.9
4. cct. #002-20-07416 Balance 12,820.74 0% 6,4 0,3
stablished 1/8/75 Interest 88.43 0% 4.2
5. cct. 11002-12-03350 Balance 858.35 0% 4 9.1
stablished 11/17/78 Interest 4.33 0% 2.1
6. cct, #002-20-08926 Balance 1,434.77 0% 7 7.3
stablished 9/8/75 Interest 9.89 0% 4.9
Total this pg
13, 32.9
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RW-B
INVENTORY OF REAL AND PERSONAL ESTATE
3Jn t~r fiRattrr df t~r i:statr df.......~~.:r.t~~..~:....~y.~!':...........................:.............
late or .....!';Hll);...:r.Ii!.UnIlRRX.9...hQlm.9.1:t,;i,p........in the County oFj;!lP~~~n.?e or Penna., deceased.
)nu,ntoru of the real and personal estate which were of the above-named
..............J:1~.~.t.b.(I....!.:....ff..y.l.r;................... .............................. deceased. Taken and' appraised
the ......."J.th.... day of ....tJ.t!.3-.<<.:>.t.......l9 ,",0 . (Date of death ....9.?I.R!t/..f$.Q.......)
Page 2
II CCNB Bank, N.A.
331 Bridge Street 17070
New Cumberland, PA
1. Checking Acct. 11023-960-8 1,333.28 0% 66.6
Balance
Interest none one
2. Certificate of Deposit 4,000.00 0% 2, 00.0
#36-19158 Balance
Interest 18.52 0% 9.2
3. Certificate of Deposit 353.94 0% 76.
/153-127122 Balance
Interest 9.05 0% 4.
).;
Total thi pg.
Total pg. 1
Total
57.
32.
90. .
;rf. r"/'
Appraised value of Personal Property.....................................................................
RECAPITULATION
1(.,I'f".3S"
2;JS 0
$ ....L,."......:.. 3
,\pprsised value of real estate ............................................................................... $ .~.!'/..1.?<?.'.::-
Total appratsed value .......................................................................................... $ .~..r.}R.I.It.:J.~
AFFIDAVIT OF PERSONAL REPRESENT-MWE
County of Dauphin 58'
.........................................f. ./...... .1:I1l.t;./: ~........ It........ ./t!!. ~.!; .If.............................................
Execul r/ X ., ~ {I I
.\dRlini.trst of lhe Estate nf.......t.tR.f....n.l'....... ....... .l(. .1:............................................................
.Ieceased, beinl( duly.............................,s.!.IJ.<l.r.r.t...................... according to law, depose and say that the
items appearing in the Inventory include all of the personal assets wherever situate and all of the
real estate in the Commonwealth of Pennsylvania of said decedent; that the valuation placed opposite
ea"h item of said Inventory represents its fair value as of the date of the decedent's death; and that
decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears
in a m~nlO>>tnclum at the end of the Inventory.
.....:;:.~.......... a~ subscribed l ......~..{,-::/.,:.;.?....~;~~.(....:..\...,~;...~'?:o(.:;(,r.:.~:.;i..::..
before me this...........,(,.1................ day of I Ex.cutor . Admlnl.tralor
........Alk.(;~M"'f.~..........., A. D. 19,~.. , u i/ i I. "
//'/J ~ .;:7.'/7 ~'"t~~ ......."...{..(.~.........a.f!..\!1...r.!.u:.{/..'!.......((.r.I..'!..'!::..........
.........(~,(..... ...e,,~..... ......... "'.. C a HI'" ,AI, .//dd,'.p IT I' '" 0 II
hi;,. T Mlh{ ~IOT,'~Y PUilllC r r
~,~ (O'1:~I:;'Ofj b;;ircJ l.11';tJ'l S. 1984
H4Uisbultil. PA Dauphin County:
1. An Inv8ntory must bo dIed within throe mouths after appointment of personal representatlve.
2. A supplemental Inventory must be filed within thirty dl1,YS or discovery or additional allllet..
3. Additional IIheets may btl auached 88 to personalty or really.
4. See Article IV. Flduchulcs Act or 1949.
INSTRUCTIONS
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.REY-441i1 11-80)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
AFFIDAVIT OF
FIDUCIARY
(Instructions on Revorse Side)
~~
t~"
-
Estote of Martha R. Ay1e
Lost Address 16 Country Club Place H~t
Date of Deoth -August 4, 1980
Social Securit~ No. 175-48-6329
Camp Hill, PA
17011
Bureau File No. ~8D-=.53g
ICITY)
eSTATE)
(llPI
County FiI e No.
1. Decedent died:
( ) Intestate (without a will)
(X) Testote (Ieoving a last will--copy attoched)
2. Is the filing of a Federal Estate Tax Return required for Ihis estote?
3. (X f~l!IRlFI'/Executrix ) Administrator/Administratrix
Name Marie A. Houck
Yes_ No
x
Ad dress
17011
IZIPI
4. All correspondence should be mai led to ( X) Attorney
) Fiduciary.
n cd ::0::0
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S. If an attorney is representing the estate, indicate:
Name Karen M B~l~h~n
Address
P.O. Box 118.8
Harrisburg, PA
(CITY)
(STATE)
17108
(ZIPI
List all safe deposit boxes registered in the decedeat's individual namehor jointly with, or as an agent or deputy
of another, or in decedent's individual name with right of access by anat er as agent or deputy, Include the nome
and address of the bank or other inslitu'tion 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 MAINTAINEO A SAFE DEPOSIT BOX
NAME OR NAMES IN WHiCH
SAFE DEPOSIT BOX IS REGISTERED
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
Under penalties of perjury, I declare thaI I have examined this relurn, including accompanying schedules and
statements, and to the best of my knowledge and belief it is true, correct and complete.
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DATE
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SIGNATURE OF FIDUCIARY
PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION
1. PERSONS RESPONSIBLE FOR RETURN
Section 701 of the Inheritance and Estate Tax Act of 1961 provides that the following persons shall prepare and file
a return:
a. The personal representative of the estate of tile decedent as te property of the decedent administered by him
and such additional property which is or may be subject to Inheritance Tax of which he/she sl1all have or
aCQui re knowledge;
b. The tiansferee of property upon the transfer' of whicl1lnl1eritance Tax is or may be imposed by the 1961 Statute,
including a trustee of property transferred in trust, provided that no separate return need be made by the transferee
of property included in the return of a personal represenlative.
2. PLACE FOR FILING
The relurn is to be filed in duplicate witl1 the Register of Wills of the county wherein the decedent resided.
3. TIME FOR FILING
The return is due nine montlls after tile decedent's death, unless an extension for filing has been applied for and
granted by the Secretary of Revenue within the nine-month period.
4. FAiLURE TO FILE RETURN
Section ]91 of ~he 1961 Statute provides that" . . .any person who willfully fails to file a return or other report
'reQuired:of him. . .shall be personally liable. . .to a penalty of 25% of the tax ultimately found to be due or $i,OOO
whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by
law." -
-
5. TAX RATES
Inheritance Tax is payable at the rate of 6% on transfers to lineal descendants, such as father, mother, husband, wife,
son, daughter, grandcl1ildren, grandparent, son-in-law and daughter-in-law and at the rate of 15% as to all others.
6. PAYMENT 0 F TAX
The tax assessed on the transfer of property reported in the return is due 9 months after the decedent's death. Interest
at the rate of 6% per annum accrues thereafter until payment is made. All payments received are first applied to any
interest which may be due with any remainder applied to the tax. IF TAX is PAID WITHiN 3 MONTHS AFTER THE
DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT is ALLOWED.
All checks should be made payable to lIle Register of Wills of the county wherein the decedent resided and are
received subject to the final determination of the Department of Revenue.
7. FAILURE TO PAY
The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until
the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's
estate or against any property belonging to a transferee liable for the lax.
8. FILING OF FALSE RETURN
Any person who willfully makes a false return or report required of him shall, in accordance with Section 793 of the
1961 Statute, be guilly of a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding
$1,000 or undergo imprisonment not exceeding one year or bolll.
. .
. REV-4'O ('''80'
COMMONWEAL TH OF PENNSYL VANIA
' OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
(Inslruclions on Reverse Side)
ESTATE OF
Martha R. Ayle
DESCRIPTION
All that certain piece or parcel of land, situate in the
Township of East Pennsboro, County of Cumberland and State
of Pennsylvania, more particularly bounded and described
as follows, to wit:
BEGINNING at a point four hundred sixty (460) feet west of
the Northwest corner of the intersection of North 32nd
Street and Country Club Place, which point is also at the
dividing li~e between Lots Nos. 98 and 99 on Plan of Lots
hereinafter mentioned;
THENCE in a Westwardly direction and along the Northern
line of Country Club Place, a distance of sixty (60) feet
to a point at the dividing line between Lots Nos. 99 and
100 on Plan of Lots hereinafter mentioned;
THENCE North twelve degrees ten minutes West (N 120 10' W)
and along the dividing line between Lots Nos. 99 and 100
on Plan of Lots hereinafter mentioned, a distance of one
hundred fifteen (115) feet to a point;
THENCE North seventy-seven degrees fifty minutes East (N
770 50' E) a distance of sixty (60) feet to a point at the
dividing line between Lots Nos. 98 and 99 on Plan of Lots
hereinafter mentioned;
THENCE South twelve degrees ten minutes East (S 120 10' E)
and along the dividing line between Lots Nos. 98 and 99 on
Plan of Lots hereinafter mentioned, a distance of one
hundred fifteen (115) 'feet to a point on the northern line
of Country Club Place, the point and place of BEGINNING.
Having thereon erected a one story brick dwelling house
known as and numbered 16 Country Club Place West, Camp
Hill, Pa.
BEING Lot No. 99 on Plan of Country Club Park. which Plan
is recorded in the office of the Recorder of Deeds in and
for Cumberland County in Plan Book 7, Page 33.
BEING the same premises which Country Club Park, Inc. by
their deed dated May 31, 1956, granted and conveyed unto
Morris A. Ayle and Martha R. Ayle, his wife, which deed wa
recorded in the Recorder of Deeds, of Cumberland County in
Deed Book E, Vol. 17, p. 522 on June 5, 1956.
TOTAL THIS PAGE
*~,""
, "
, .'
i ' .
,
.. '" ,
ESTlMA TED
MARKET
VALUE
DEPARTMENT
V ALUA nON
(OFFICIAL USE
ONLY)
$49,000.00
49 000.00
INSTRUCTIONS FOR COMPLETING SCHEDULE "A"
Schedule "A" should include 0 detniled description 01 011 real property located in Pennsylvania
and held solely by the decedent or held jointly with another individual (s) os tenants in common. List the
decedent's percentage 01 ownership and the estimated market value 01 the decedent's interest. (Property held
as joint tenants with the right 01 survivorship or tenants by entireties should be reported on Schedule "E".)
All real estate located in Pennsylvania should be described by lot and block number, street
address, number of acres and general description 01 land and buildings. Also, include the book and page
number in which the deed is recorded and the exact title os indicated on the deed, If the property has been
sold, allach 0 copy of the settlement sheet. If the property is subject to a mortgage encumbrance, include
the name of the mortgagee, date, rote 01 interest ond the outstonding balance on the date of deoth and
attach a statement from fhe morfgagor verifying the outstanding balance.
Property taxes ond interest on mortgages as 01 the date 01 death, assessments and other
encumbrances should be listed on Schedule "F". Do not deduct them on Schedule "A".
REV.4S1 (1:S0)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Estate of
Martha R. Ayle
ITEM
NO.
DESCRIPTION
SCHEDULE "B"
PERSONAL PROPERTY
(Instructions on Roverse Side)
ASSETS
Furniture:
Couch and chair
Formica kitchen set
2 chairs with table
lamps (1 floor, 3 table)
2 stands, 2 tables, magazine stand, mirror
glassware
3-pc. Duncan Phyffer dining room suite
2 wing-back chairs
21" RCA Color T.V. (not working)
1 set pottery dishes
stands, linens, pots and pans
lawn mower
bedroom furniture
air conditioner
1973 Chevrolet Vega
Blue Ridge Haven -- credit
Real estate closing credit
Cash on Hand
Property tax rebate
UNIT
VALUE
TOTAL THIS PAGE
ESTIMATED
MARKET
VALUE
$
45.00
20.00
10.00
10.00
20.00
5.00
225.00
70.00
10.00
10.00
25.00
15.00
25.00
100.00
650.00
329.72
226.11
10.00
20.00
1,825.83
*
DEPARTMENT
VALUATION
(OFFICIAL USE ONL YJ
"i
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. REV-4!12 EX+ (3-80)
. C:DMMDtlWUL TH DF PENNSYLVANIA
. DEPARTMENT DF REVENUE
TRANS~ER INHERITANCE TAX
RESIDENT DECEDENT ~ ,
ESTATE DF t''l4rl n Q
SCHEDULE "C"
TRANSFERS
'*
R.
Ry /",
INSTRUCTIONS:
1. Answer the questions on reverse side.
I 2. If the answer to any of the questions on the reverse side is "Yes," 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 to decedent. Attach a copy of any !lust deed or instrument relating to the transferred property.
ITEM
NO.
DESCRIPTION
ESTIMATED DEPT. VALUATION
MARKET VALUE rOFFICIAL USE ONLY)
NONE
TOTAL THIS PAGE
0.00
o
QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any transfer of any materi,11 pmt of his estate ','..ithout receiving
valuable and adequate consideration? (Answer "Yes" or "No".) no
2, Did decedent, within two years of death, transfer property trom himself: herself to himself/herself and another pmty
or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) -lliL
3, If the answer to one or lwo above IS "Yes" and the lrarlsfcrs are cl,limed to be nontaxable, provide the foltowing
information:
a. Age of decedent at time of transfer.
b. Copy of dealh certificate.
c. Affidavit by the allending physician indicating the stale of decedent's heallh at lil1lp. 01 transfer.
d. All other information supporting nontaxability of transfer.
4, Did decedent, in his/her lifetime, make ilny trilnsfer of properly without receiving a valuahle or adeQuale consideration
therefor which was to take effecl in possession or enjoymenl at or .,fter his/her death~ (Answer "Yes" or "No".) no
a. Was there any possibility that the properly transferred might return to lransleror or hiS/her estate or be subject
10 his/her power of disposition? (Ansl'ler "Yes" or "No".)
b. What was the transferee's aRe at time 01 decedent's de.,th?
5. Did decedent in his/her lifetime make .IIIY transfer without receiving a v.,luable and adequate consideration therefor
under which transferor expressly or impliedly reserves for his/her life or .,ny peried which does in lact end before his/her
death: no
a. The possession or enjoyment of or the right to iucome frolll Ihe property transferred? (Answer "Yes" or "No".)
b. The right to designate the persons who shall possess or enjoy the properly transferred or income therefrom?
(Answer "Yes" or "No".)
6. If the answer to five b. above is "Yes," state whether Ihe right w.,s reserved in decedent alone or others.
7. Did decedent in his/her Iiletime 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 properly, the bmeficial enjoyment of 1I11ich was subject 10 change, because of
a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of Iransfer or by operation of
law? (Answer "Yes" or "No".) no
9. If the answer to eight above is "Yes," was the power to alter, emend or revoke the interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer "Yes" or "No".)
. 'REV04!5~'EKt (3.80)
. COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
Estate of Martha R. Ay1e
(Instructions on Revorse Side)
BENEFICIARI ES AND ADDRESSES
RELATIONSHIP
Marie A. Houck
3414 Hawthorne Drive
Hill PA 17011
William M. A 1e
Post Restate Kand
Sri Lanka
son
The above beneficiaries are living at this time except for the following:
NAME
SURVIVED
DECEDENT
e
DATE OF
BIRTH
.._.~-..._.,,,._,-,,...
'*
INTEREST OF BENEFICIARY
\"
,
.
.
DATE OF DEATH
INSTRUCTIONS FOR SCHEDULE "D"
1, List full names and addresses of all who have an interest in the estate
either vested, contingent or other interest.
2, Indicate the beneficiary's relationship to the decedent. Specify if
stepchildren or illegitimate children are involved.
3. Indicate "Yes" or "No" if the beneficiary survived the decedent.
4. Indicate the date of birth of the beneficiary if the interest is a life
interest, term certain interest or a future interest.
5, Indicate the interest of the beneficiary in the decedent's estate.
For example: Specific bequests of a diamond ring, savings bonds
or cash of $5,000; bequest of 25% of residue; remainder interest; etc.
6. At the bottom of Schedule "0" state those beneficiaries who are not
living at the time the return is being filed and include date of death.
.,
STATE
CAPITAL
SAVINGS
ASSOCIATION
m
Inheritance Tax Office
1846 Brookwood street
Harrisburg, Pa. 17128
DATE: September 25, 1980
DECEDENT: Nartha R. Ayle
#002-00-00179
BALANCE AS OF DATE OF DEATH $ 6,761.60
ACCRUED INTEREST 34.17
DATE OF DEATH VALUE $ 6,795.77
DATE ESTABLISHED 4-6-74
MATURITY DATE
Martha R. Ay1e or Marie A. Houck
BALANCE AS OF DATE OF DEATH $ 3,095.31
ACCRUED INTEREST 19.92
DATE OF DEATH VALUE $ 3,.L15.23
DATE ESTABLISHED 4-b-/4
MATURITY DATE
" .
BALANCE AS OF DATE OF DEATH $ 1,528.48
ACCRUED INTEREST ~.ts.j
DATE OF DEATH VALUE $ J..:>jtJ.jJ.
DATE ESTABLISHED b-J.U-/4
MATURITY DATE
1111
BALANCE AS OF DATE OF DEATH $ 12,820.74
ACCRUED INTEREST tJtJ.'t.j
DATE OF DEATH VALUE $ .LL,~U':J..LI
DATE ESTABLISHED l-ts-/;:)
MATURITY DATE 1111
ACCOUNT TITLE
#002- 20_05774
ACCOUNT TITLE
#002...20_06034
ACCOUNT TITLE
#002...20_07416
ACCOUNT TITLE
THE PENALTY ON PREMATURE WITHDRAWALS OF TERM INVESTMENTS
IS WAIVED PRIOR TO THE INVESTMENTS RENEWAL DATE. TO ACT UPON
ACCOUNTS HELD IN AN ESTATE WE REQUIRE A SHORT CERTIFICATE. OF
CURRENT DATE; A DEATH CERTIFICATE ON JOINTLY HELD ACCOUNTS.
CONTACT US FOR ANY FURTHER INFORMATION.
/
BY: ,I/i '"(;-;,.--...\.
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108.114 NORTti SECOND STREET. PO, BOX 1661, HARRISBURG. PENNSYLVANIA 17105 (717) 23&.8252
..
FSLlC
=
---....
STATE
CAPITAL
SAVINGS
ASSOCIATION
m
DATE: September 25, 1980
DECEDENT: Martha R. Ay1e
#002-]2-03350 BALANCE AS OF DATE OF DEATH $ 858.35
ACCRUED INTEREST 4.33
DATE OF DEATH VALUE $ 862.68
DATE ESTABLISHED 11-17-78
MATURITY DATE
ACCOUNT TITLE Martha R. Ay1e or Marie A. Houck
#002-20-08926 BALANCE AS OF DATE OF DEATH $ 1,434.77
ACCRUED INTEREST 9.89
DATE OF DEATH VALUE $ 1,444.66
DATE ESTABLISHED 9-8-75
MATURITY DATE
ACCOUNT TITLE 1111
#_-- BALANCE AS OF DATE OF DEATH $
ACCRUED INTEREST
DATE OF DEATH VALUE $
DATE ESTABLISHED
MATURITY DATE
ACCOUNT TITLE
#_-- BALANCE AS OF DATE OF DEATH $
ACCRUED INTEREST
DATE OF DEATH VALUE $
DATE ESTABLISHED
MATURITY DATE
ACCOUNT TITLE
THE PENALTY ON PREMATURE WITHDRAWALS OF TERM INVESTMENTS
IS WAIVED PRIOR TO THE INVESTMENTS RENEWAL DATE. TO ACT UPON
ACCOUNTS HELD IN AN ESTATE WE REQUIRE A SHORT CERTIFICATE"OF
CURRENT DATE; A DEATH CERTIFICATE ON JOINTLY HELD ACCOUNTS.
CONTACT US FOR ANY FURTHER
INFORMATION.
/ ( ,
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.
108.114 NORTH SECOND STHEET, PO BOX 1861, HARRISBURG, PENNSYLVANIA 17105 (717)238-8252
~fb~1
, ,
REV-4U EX' (3.801
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE HE"
JOINTL Y OWNED PROPERTY
(Instructions on Reverse Sldel
'*
Estate of Martha R. Ayle Page 1
TOTAL PE VALUE OF DEPARTMENT
ITEM DESCRIPTION MARKET \ DECEDENT'S VALUATION
NO. VALUE INTEREST (Official Use Onlyl
Jointly owned with Marie A. Houck
3414 Hawthorne Drive
Camp Hill, PA 17011
N.B. Decedent and her daughter, Marie
Houck, have owned all funds in their
joint names since February 1972. All
subsequent investments and accounts
were derived from these funds.
Personal
1. State Capital Savings Assn.
108-114 N. Second Street
P.O. Box 1861
Harrisburg, PA 17105
l. Acct. #002-00-00179 Balance 6,761. 60 50% 3,380.80
established 4/6/74 Interest 34.17 50% 17.09
2. Acct, #002-20-05774 Balance 3,095.31 50% 1,547.66
established 4/6/74 Interest 19.92 50% 9.96
3. Acct. #002-20-06034 Balance 1,528.48 50% 764.24
established 6/10/74 Interest 9.83 50% 4.92
4. Acct. #002-20-07416 Balance 12,820.74 50% 6,410.37
established 1/8/75 Interest 88.43 50% 44.22
5. Acct. #002-12-03350 Balance 858.35 50% 429.18
established 11/17/78 Interest 4.33 50% 2.17
6. Acct. #002-20-08926 Balance 1,434.77 50% 717.39
established 9/8/75 Interest 9.89 50% 4.95
TOTAL THIS PAGE 3,332.95
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
Schedule "E" must include all property, real and personal, owned by the decedent jointly with another
party or parties as joint tenants with right of survivorship. Both tangible and intangible property are to be
included. List real estate first.
1, Describe all real property as indicated in the instructions for Schedule "A". Describe all personal property
as indicated in the instructions for Schedule "B". Include the name, address and relationship to the
decedent of the co-owner (s) and the date the joint ownership was established.
2. Indicate the total market value of the jointly owned property.
3, Indicate the percentage of the decedent's interest.
4. Indicate the market value of the decedent's interest.
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REV:"54' EX+ (3.001
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
*
(Instructions on Reverse Side)
Estate of
Martha R. Av1e
Page 2
TOTAL PE VALUE OF DEPARTMENT
ITEM \
NO. DESCRIPTION MARKET DECEDENT'S VALUATION
VALUE INTEREST (Official Use Only)
T
II. CCNB Bank, N.A.
331 Bridge Street
New Cumberland, PA 17070
1. Checking Acct. 41023-960-8
Balance 1,333.28 50% 666.64
Interest none none
2. Certificate of Deposit
4136-19158 Balance 4,000.00 50% 2,000.00
Interest 18.52 50% 9.26
3. Certificate of Deposit
4153-127122 Balance 353.94 50% 176.97
Interest 9.05 50% 4.53
Total thi pg. 2,857.40
Total pg. 1 13,332.95
TOTAL l"HIS-PAGI! 16,190.35 I G, /'10. oJ .s;,oII'
,
Schedule "E" must include all property, real and personal, owned by the decedent jointly with another
party or parties as joint tenants with right of survivorship. Both tangible and intangible property are to be
Included. List real estate first.
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
1, Describe all real property as indicated in the instructions for Schedule "A". Describe all personal property
as indicated in the instructions for Schedule "B". Include the name, address and relationship to the
decedent of the co-owner {sl and the date the joint ownership was established.
2. Indicate the total market value of the jointly owned property.
3. Indicate the percentage of the decedent's interest.
4. Indicate the market value of the decedent's interest.
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INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
21-80-0539
Martha R. Ayle
IKl Original
o Supplemental
o Remainder
File Number
Estate Name
Date 01 Death
8-4-80
Social Securi ty Number
175-48-6329
REPORT OF INHERITANCE TAX APPRAISER
I, the und...lgned duly appointed Inheritanc. Tax Appraiser In and for the County of Cumberland
Pennsylvania, do respactfully report that I have appraised the real and personal property as reported in the foregoing
return at the values set forth opposite each item in the last column to the right in Schedules uAu, "8", "C", and "Eu
Dated,
:>_?4_R1
4f~H:,'1 :If/" 11tH"}
INHERITANCE TAX APPRAISER
INVENTORY
VALUE AS APPRAISED
ADJUSTMENTS
CODE (HARRISBURG USE OHLY) REMAINOER APPRAISEMENT CODE
Real Property (Schedule A)
Personal Property (Sc:hedule B)
Jolnt.Held Property (Sc:hedule E)
Transfers {Schedule C}
$
00+
83 10+
20+
none 30+
TOT AL GROSS ASSETS
61.,OJ6 _18
Leu D.bts and Deductions
(SCHEOULE F)
CLEAR VALUE OF ESTATE
o Life Estate
o Annuity
40-
RATE
FACTOR
PRINCIPLE
VALUE
FOR USE OF REGISTER ONLY
Tax on $
CODE
COMPUTATION OF TAX
S
$
$
$
$
6%
Tax on $
15'1~
Tax on $
Tax an $
Tax on S
Exemptions
Totol Estato
$
$
$
TOTAL TAX
INTEREST FROM
BALANCE
TO
TAX CREDIT
$
11+
n.
CODE
. -
REV-518 FO (7.S0)
,~~
',..,~..._."
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
NOTICE OF FILING OF APPRAISEMENT
Marie A. Houck
3414 Hawthorne
Camp Hill, PA
Drive
17011
RE: Estate of
Caun ty of
File No.
t1artha R. Avle
Cumberland
21-80-0539
Dear Ms. Houck:
You are hereby notified that the oY'ie:iM1
appraisement in the estate of M~"rh~ R Ayl p
has been filed in the office of the Register of Wills of r.llmhpY'l~nrJ
County an Februarv 24 , 19.ill... Said appraisement reflects the fallowing valuations:
Real Estate
Personal Property
Jointly Owned
Transfers
Total
49.000.00
1,825.83
lIi,lqO.1~
nnnp
1i7,01h 1R
As to such tax that is paid within three months from date of death, a five (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 occllrred 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 may 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
-<S/1J",--" /1/.. J7'fJ'J' tldH.t.)
?-?4_R1
Signed
Title Chi ef Appraiser
NOTE: This is not a bill.
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"EV04~"E)H (~.H.I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
, TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
*.,
"., \
-.- ~,'~ ..' }.
File No. 21-80-539
Estate of Martha R. Avle Date of Death 08/04/80
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
Claimant
Claimant's Address
NAME OF PA YEE
West Shore
Kenneth H. Ginter
Kenneth H. Ginter
Brier and Gluck
Thomas E. Bowman
PP &L
Bell of Pa.
M.D.
M.D.
Communit Ph s. Inc.
M ers-Hall Funeral Home
Travelers Insurance Co.
Su 1 Co.
Pennsboro T
Inc
JLT.
Relationship to Decedent
REMARKS
Letters Testament
advertisement
real estate tax
ersonal tax
medical ex enses
medical ex enses
electric
.llQ116
medical ex enses
burial ex enses
insurance
fuel oil
water
AMOUNT
2
sewer and sanitation
real estate settle ent
3
administrative ex enses 30.00
TOTAL THIS PAGE 7 514.20
I hereby certify that to the best of my knowledge and belief the foregoing is a jllst and trlle statement of debts, funeral
expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes.
SIGNATURE OF ATTORNEY/FIDUCIARY
OFFICIAL USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ If) ;( 13. 7'1 AT
,
DATE
?
PERCENT.
127a~ST~~F ~~~
c:(-,;;( 7-11
DATE
GENERAL INHERITANCE TAX INFORMATION
,.
,
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate.
In Bddition to debts incurred by the decedent or estate, other items are claimable including the cost of administration,
attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker.
All debts being claimed against an estate are subject to the a:Jproval of the Register of Wills with whom the
Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed
should be attached to this schedule.
A family exemption of S2,OOO may be claimed by a spouse of a decedent who died domiciled in Pennsylvania.
If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedent. The family exemption is
allowable only against assets which pass by a will or by the Pennsylvania I ntestate 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.
------ - .-. ------.
nEV04~~E)(" IJ./iOI
COMMDNWEAL TH OF PENNSYLVANIA
, DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
~
_.~~',. \
Estate of Martha R. Avle Date of Death 08/04/80 File No.
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
Claimant
Relationship to Decedent
Claimant's Address
ITEM DATE NAME OF PAYEE REMARKS AMOUNT
NO.
1118/8 James A. Bistline hauline: 20.00
11111/8 'l'L R Knnkle me"i,."l exnenses 54 on
2111 RO TJ; 1l-~_.. ~I'n":> 1 electrical renairs 50 00
2/5/80 PP &L electric 3.91
114/80 PP &L electric 4.94
1124/8 Allstate Insurance 1/4 car insurance 23.10
2115/8 Balaban and Balaban attornev fee and costs ? 1:;/. ~ (:./.
.
'T'nl':>l I'h;" '''' 2,699.59
Total pg. 1 7,514.20
TOTAL THIS PAGE r SlO 213.79
I hereby certify that to the best of my Imowledge 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.
~- {, /.. !.-~<-c~,~,- ~-?f(: -" ./ ,YI,;' /;;::'~...;
SIGNATURE OF ATTORNEY/FIDUCIARY DATE
OFFICIAL USE ONL V
DEBTS AND DEDUCTIONS ARE ALLOWED INTHESUM OF S /0 ':;'/3,7'7 AT
/
I-::>
PERCENT.
~1a/.A.t (3. .~~Z~/
pGISTER OF ILLS
~-;(7-?1
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 incumd by the decedent or estate, other items are claimable including the cost of administratiDn,
attDrney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker.
All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the
Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed
should be attached to this schedule.
A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania.
If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedent. The family exemption is
allowable only against assets which pass by a will or by the Pennsylvania I ntestate 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.
,
~
-
OFFICIAL NonCE OF
INHERITANCE TAX
ASSESSMENT
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.
DATE
ESTATE
1-
(.)<(~vJ' fa',,! Ln ~I!.'
DATE OF DEATH /
FILE NO.
COUNTY
. ~Pt.118d Value 01 Eetata:
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Totel'c3,asl EStsle
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I APProved DaduClions
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ar;Value,ol Estete
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1i,!DATE'OFPAYMENT ' .' AMOUNT pAiD
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m".U>n,'. the. unpsid belence 01. Inheritance Tax Irom
~~!::!t~'date . alpeyment. Interest due if peid by is
r;s:;';C''',.... . BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
li'Y,:h ' A..euadby:
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DISCOUNT
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TAX CREDIT
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