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HomeMy WebLinkAbout80-00551 :~, ", .,'. 'L'. :-:::"":,1;'" " .... ;'.. ,',;;., ""'-"'. '\".,-.;"; " .. :~- :~ .. , . . ".t. ~ ti ','" ~ rs I I tIJ ~ '-",.-' .,' , ~ . I!r< ,-4 i ~ ~ 1f.l ~ H I/) ~ 0 .. .... 0 >, ... "..' ... j lit- .". . \0 0 . " Z LIJ ~;':.. , L',':'';'' I \ I I 1 I I I , I , i No 21-80 551 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of PEARL WOLF HERMAN , deceased. --------. -.--- .------ m~R'1' C. LE.wIS To ~r.a~.;..Ar:ld6f.SOO, Register of Wills lor the County of Cumberland, in the Commonwealth of Pennsylvania, . IS / John W. He+map died pet. 23, 1978 Petltioner(.) =e the execut...-OL--- named in the Last Wil ana Testament of -E.ear1 Wolf Herma1'l - dated .J.111y q, ,q"q , Decedent was a citizen of the United States and a resident of T "1 Borough, Cumberland County, Commonwealth Carlisle _ of Pennsylvania. Decedent died on the 2'ith day of .Tnl y Friday , State of A. D. 19~, in the County of Cumberland Pennsylvania at the age of 88 years. Res- aes her Decedent has not been married and has not had children born to I<5m since the execution of the above described Will. Decedent was possessed of personal property to the value of unestimated and of real estate to the value of none as near as con be ascertained; said real estate situated as follows none , 'I, , Therefore, your petitioner(s) respectfully applies for the probate of the said Last Will and Testament and for Letters Testamentary thereon. Dated August 18. 1980 Name and address of Petitioner(s) '1 ' .' ", -, , .. ./ (! .l/ J~. L'c) (...u..(o.- ---r.."'-.. Yf'C\..-'.r.....-- , . ,/ , J. Wolford Herman R. D. 3, Box 214 Carlisle, PA 17013 COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND J. Wolford Herman 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 his knowledge and belief. and subscribed before '. ' .: " (_i,. . J "'?ric.I..---'-'u'-,--- Sworn to ( I.. '.1 I L ~ Attorney: Will iam F. Martson, Esquire WILLIAM F. MARTSON, P. C. &/10 me August 18 1 9 80 '_., rl d -'1 .") ~ .) i--/l~tl~ e. ~t!W/;V I ,~ti I Q t .\, :i: :Of1-, Register f{)~It'1' C. LSWIS Filed; August 22, 1980 5) I-fit) -5'51 r;~ "":1 . LAST WILL AND TESTAMENT I. PEARL WOLF HERMAN, of R. D. #3, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby malte, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I give, devise and bequeath all of my estate, both real and personal, unto my husband, JOHN W. HERMAN, solong as he does not remarry. My said husband shall have the power to consume and expend the principal of said estate as long as he remains unmarried. 2. In the event my said husband shall remarry, or in the event my said husband shall not survive me, then I give, devise, and bequeath my estate in the following manner: (a) My lots on Spring Road, Carlisle, Pennsylvania I give and devise to my daughter Myra H. Jacobs and my son J. olford Herman, absolutely. (b) I give the note which I hold against Lee Wolf in the amount of $3000.00 to said Myra H. Jacobs and J. Wolford Herman. In the event said note has been reduced, I direct that said two children shall receive the equivalent of $3000.00 including said note. (c) All the rest, residue and remainder of my estate, both real and personal, I give, devise and bequeath unto Myra H. Jacobs, 1117 West Third Street, porteles, New Mexico, J. Wolford Herman, R. D. #3, Carlisle, Pa., and Emma H. Bartley, 206 Loco Hill, New Mexico, in equal shares, absolutely. ). In the event that my said husband shall fail to survive me, WilliAM F. MARTSON AnORMEV AT LAW .~. CARLISLE. PA. " . then I appoint J. Wolford Herman as Executor of this my Last Will and Testament. If my husband,John W. Herman,shall survive me, then l' appoint my said husband as Executor. - ~ i ...1 rLl Z :t: 0 Ul !<. ~ ~ .{ ~ ~ ~ ~ ~ ~ 0 . ::E . bi ~ . ~ ....l u: z m ~ z :; J ::E ~ ! << $ S . ( Il. 0 J J ~ ~ . .. . - -, :. -' OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA I 58: COUNTY OF CUMBERLAND \ This...............18.t.h................................................ day of ..................August................................ A.D..19..8.Q... \y)f\~'" C. LEwiS before me Hi I".. g!;; A" I, u, Register for the Probate of Wills and granting letters of Administration in and for said County of Cumberland. in the Commonwealth of Pennsylvania. personally eame .............. ..............WJ1:I:.~~!!l.. .f.......~~E.~!!!?n..~.~!!-...~~.~\\~J.E,:...'#.~................... ........ ...... ..... ... ...... ...... ...... ........ ................ the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of ...........r.~.~r-:L.W!?l~..J:!~?:'m~J}.................... ....., ,........... ............ Dated ...:!.If.~y....?..!...~.~.?.?........... late of ............!:;i1-.:;:g.~l~...~!?~.~~gh.t......................................................... Cumberland County Pa., deeeased who being duly ..........l1.WR.~.n...................... according to law, depose and say, that ..E.~~y....:!.':I.~~..b.L~lil.s present, and saw and heard the testa..~?:'J~....................., ....~.~~?:'.LW.9.g...B.~.~!!l.~.n................................. sign, seal, publish, pronounee and declare the said instrument of writing as and for h.'~!............ Testament and Last Will, and at the time of so doing .........iil.h~..................................was of sound and disposing mind =m'", ,,' """~,""';", '" ,h, hm' ,f ..............""~"'..h\L.......k,~I.."', '''''m'I' 00' "'lI,r. ...,.{j)L1ri~....m ...............,S.wQX'.n...t.Q............. and subseribed before t4J/} 1. J , ...Lle~..l!.~....,2i.e.t.t.~......................... RiJl_ ll. ulyu rr,jegister tv'> f\R~ C. LEWIS .................................................................................. .................................................................................. AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND \ .......................................................~.:...~?~.~.~:.~...~~.::::!:l.~.~............................................ ....................being duly ................~Y!.9.!.!)-..................... says that as nearly as can be ascertained the said decedent .......................... .............................................!?~~?:.~..~<?~.~...~.~.~~.~.? .................... ...... ..................................................;. .died on ...............f.r-:J.~~y.................... the ........~;?1;:.h...............day of ...........~).;l.~.y.................................. A.D., 19..~.~., at or about ...........}.,:J.9..................... o'cloek, !?:M. ................~!i!?r-:J}...!,!?..................and subscribed this ..........................~~~~............. day of .....~~~.~~~...... 19, ...~Q.. before /i " (.\' I ' 'I' V -C:..../ .J.~.!,(.. :LL..\.\.: .....J0..::::::.:. '::;:~::;:;.. ............ / /,: /! a J:.J ..:..Z;t~4...t!..'../U.iLd......................... R 1-._ ..~ _," ". R";;"gfster Ml'IR.'1' C'. LEWIS . ;.-... (21-80-551) INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS *' . . ~ RCC.t03 13..731 COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION COUNTY OF Cumberland ThIs r.turn must b. completed In detail and flied In dupllcato, with tho Ragilter of Will. In tho County whore the docedent rOlidod within nlna month. aft.r date of death, unle.. an oxtenslon Is grantod by tho Secretory of Royonue, Will d 1-';)'0 -':;3.( ~~. t9_ I. J. Wolford Herman INAMEI Mi.c. being duly sworn according to law, deposes and S.IYS lhal he is the R. D. 3, Box 214 or Carlisle, PA 17013 (ADDRESSI Executor or the c.latc or Pearl Wolf Herman (EXEC., ADM., LEGATEE, ETC,I laIC or Borough of Carlisle ICITY, ~OROL'CiH, OR TOWNSHIPl decea.cd. and thaI lite wltule ur Ihe eslale or said deeedenl. whu died un ._J.uly_25.,-1980 (DATEI consisted of the llssets listed below and th;.u allowahle dehls and deductions exceeded the fair market value of the assets and nu Pcnns)'lvania Transfer Inheritance Tax is due. Sworn and subscribed be/ora ma . a rd (Q t. r "'() the v- day of __{~'tJ...L'1 19~ (~{'u; ... ,0(. ld,~.~) ~~~ ATUREI ?/c.k-- ~ I I I , i I I , "j ; TVpe .f ASl'JlLIAM L EARP N Phi' . Real estate. ar,. . olary u Ie ASSETS Property, J ht1e, Cu berland (0.. Pa. - H.ld PropMy(ommi ion Ex ires Au. 13 l~tJtach additional. sheets If necenary) Transfers p g. Description of Auet Estimated Market Value Department Valuation CAUTION (Do not write in Ihls s Ctl) REAL ESTATE: NONE NONE PERSONAL PROPERTY: 1. Checking Account No. 191-106849-0, Commonwealth National Bank Date-of-death Balance $ 14.32 2. Statement Savings Account No. 19-0040282 5 Commonwealth National Bank Date-of-death Balance Accrued Interest 373.04 1.34 SfS', 10 ~. REPORT OF INHERITANCE TAX APPRAISER ~ I, the undersigned duly appointed InheritancI: Tax Appraiser in and for Ihe above County do respectfully rcpori-ihatl havc appmised the real and personal property as reported in the foregoing schedule at the values set forth nppositc-':jach item in lhe last column 10 Ihc righl. ..4tJJ. ' .LP..' /) fl..IN1/TL,I'!i.1lfi__ J Dated: .Jt'U'llI7 14. 1981 lINHERITANCE TAX APPRAISERI - TOTALS $ 388.70 Nome of Payee DEBTS AND OEOUCTIONS Amount ;:~maunt AppJoved Nature of Claim Claimed =. by Register ~ 1. Register of Wills Letters Testamentary and Short ~ Certificates $ 11.00 2. Hoffman-Roth Funeral Expenses 2,266.50 Funeral Home 3. Register of Wills Filing Fee 3.00 TOTALS $ 2,280.50 ,d REPORT OF TilE REGISTER OF WILLS I, the undersigncd duly electcd Register of Wills in and for the abnve County, do respectfully report thai I have allowed deduclions in the amounts set forth in the above schedule as claimed, cxccpl wherc I have set forlh a grealer or lesser amounl in lhe last cnlumn I~kgltl' wltich grealcr or lesser amount represenls lite) 1 allnwed as a deduelin . Dale nr Approval: l.i Lt.L17 I~ I.f',F/ I .. //-1//-1 @I 8 .... - <<:> I a '1 <<:> N I <<:> i , , , "" r-l - a II'l " E-< w U II'l " Z ~ QJ I ;.. [JJ < r-l P-< 0 :s w tIl ~ u co [JJ w 'M . QJ "" I '" 9 r-l -' ZQJr-l r-l - l-l 0l-l0 ..: -< C'l a: ro " VI CJ)~" '-' 0- tL. U 'tl ';; < ....CJ)r-l 0- 0 !:: " '" P::: 0 ..: w 4-l ro' ;. l1. ~ib< w [JJ 0 r-l ;;. ;z :<: :<: l1. I I- [JJ l- E-< l-l ~ -< 'MP-< = is ... ..: ,<:: QJ = .:z: 0 E-< ~ OJ Q tL. '" ;:l c.. z ~QJ tL. [JJ 0 ~ -< ~tIlr-l ~ 0 l-l U 0 I- rotll " a: 0 -= '" HW'M .~ [JJ pq " 0 t-l r-l " E-< u l1. t-l!::l-l - E-< ~ ~ w HQJro OJ ..: 0 '" ~E-IU ';; ~ ~ :s 0 E - 'E " ;; E .- =-0 ;; 0 0 ~< ..l U U . . .., LAST WILL AND TESTN1ENT I, PEARL WOLF HEIU.IAN, of R. D. 13, Car II s Ie, Cumber I and County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. 1 give, devIse and bequeath all of my estate, both real and personal, unto my husband, JOHN W. HEffi1AN, solong as he does not remarry. My said husband shall have the power to consume and expend the principal of said estate as long as he remains unmarried. 2. In the event my said husband shall remarry, or in the event my said husband shall not survive me, then 1 give, devise, and bequeath my estate In the following manner: (a) My lots on Spring Road, Carlisle, Pennsylvania I give and devise to my daughter Myra H. Jacobs and my son J. olford Herman, absolutely. (b) I give the note which 1 hold against Lee Wolf in the amount of $3000.00 to said Myra H. Jacobs and J. Wolford Herman. In the event said note has been reduced, I direct that said two children shall receive the equivalent of $3000.00 Including said note. (c) All the rest, residue and remainder of my estate, both real and personal, I give, devise and bequeath unto Myra H. Jacobs, 1117 West Third Street, Porteles, New Mexico, J. Wolford Herman, R. D. /3, Carlisle, Pa., and Emma H. Bartley, 206 Loco Hill, New Mexico, In equal shares, absolutely. 3. In the event that my said husband shall fall to survive me, then 1 appoint J. Wolford Herman as Executor of this my Last Will and Tes tamen t. If my husband,John W. Herman,shall survive me, then I appoInt my said husband as Ex~cutor. .' '. 'I:' ~,~ . .' ... REV.518 FO (7.80) ~~~ .W> COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS NOTICE OF FlUNG OF APPRAISEMENT J. Wolford Herman R. D. 3. Box 214 CarliBle I PA 17013 RE: Estote of Coun ty of File No. Pearl Wolf Herman Cnmhft,..1J:l1nri 21-80-0';';1 Deor Mr. Herman: You ore hereby notified thot the Insolvent appraisement in the estate of Pearl Wolf Herman has been filed in the office of the Register of Wills of CumberlAnd County on January 14 ,19~. Soid appraisement reflects the following valuations: Reol Estate Personal Property Jointly Owned T ronsfers Totol None '388.70 None N"'"A S388.70 As to such tax that is poid within three months from dote of death, 0 five (5%) percent discount is ollowoble. As to any tax that remoins unpaid after nine (9) months (fifteen months when death accurred from December 22,1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate af six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice moy object thereto within sixty days ofter receipt of soid notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S. 2485-1001, P.L. 373. Date January 14. 1981 .i/e,..v/', /"jPf.I'A,wJ./ Si gned Title Chief Appraiser NOTE: This is not a bill. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION '* OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT COUNTY FILE NO: ..', 1- /: - ,,- ,"; ,..:'\ (.'. --./ OATE TO: 'J.. '/ ",( . ~'/"., \ . ....,/; ':-(_1',,-/ d_ / .,-I.-I/i>; Ii.", /)'-L/ (1/ I . II. ;f<d ::1" / '1t:f- ,~II-;L , .--" I ';/U f~ ~J~---: (,'Ii / 1 () / .::; DATE OF DEA Tf:"1L~ ;) V; / '/ ?tJ FILE NO, COUNTY //;/~ / /;) I /~"f L'A-r:A ___ , , Appraised Value of Estale: Real ESlata $ + ,=-:'?F '/0 Personal Property Jointly Held PropertylTransfers + T.olal Gross Estale $ q?;7 '/d Tolal Approvad Daduclions /) '; v,1 " - .;(./, -1 u '7lj , Clear Value 01 ESlale $ Less: Approved Charitable Exl:mptions Clear Value of Estate Subject to Tax $ Amounl Taxable @ 6% Rate $ " I '~~ " ,.' ". /"'Y ' lax due;!) ldvt~"I:r; /'h Amounl Taxable @ 15% Rate tax due TOTAL PENNSYLVANIA INHERITANCE TA~~~;:;.ri~'?ItL ":Jh~ I '* '* '* '* '* '* A five percent discount totaling $ will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT $ + $ s = $ + = + = Interest accrues at the fate of six (6) percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by is ': I .t::J /.:.-___ , /',.t, L /,7 >;laP BALANCE OF PENNSYLVANIA INHERITANCE TAX DUEj)/d /v'C..t{..E Orv/ / ..--/Jf'/ . 'ti.' Assessed by: - ,';7 ~ C!:. Agent tor I Com wealth f 1jJ!.Jz"-J See Informolion on Reverso Side ::: i .. ~ :; i r: i 'i \:" ~ "