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HomeMy WebLinkAbout80-00602 , r .~~F\;;'~}i.. ' ':'~;i,::i.,:;-' ~4~~i/ ..., ''''.','''' .' '.', ~<,' ~~Ll\^' ~(' ~'tMN::.~:'.:.-,.-.. ~~l' IJ(,.... 1~~/2"" _ ~t'i~..;;" ..., '~1.;::I-. .;\' ~:::~~ - > ~. r~:ro:: ' g~~'~~X:;:' ~::,"~ ,- ft~~? .~ ~t<,~~;;:, ',,'- ~~~;:"::~\':/,;.;. '; ,- ~~~;:.::-...,. ~,;~~:::,'., '~;!::~(;. :--;,"" J,,'," :":(' ..;" ~ ! . ~ ti ,. m ; .. a . .. tlJ 6 :> m . ., . fIJ ~ , fIJ ~ a N 1':4 ; 0 .~ tJ) m ~ ~ 0 .00 .... ~<, . 0 - M flJ ... ." G ~ 0 ... z L:I '\~% .r. KO. 21-80 602 PETITION FOR LETTERS OF ADMINISTRATION IN 1'11" ~;STATE OF .......E.~.I.~.E...~.~...yt.J:l.~~!"!.9........................... IlEl'EAS~;Il. MARY C. LEWIS 'ro .................................,............,............,.,......."....,..........,........"......"""...,',.......,... Register of Wills for the Count~. of C'ulllhel"llllld, ill the ('olllllloll\\"ealtb 01" 1"'lIlls.l"I\"allia. The Petilioll of ...... ....~.~~~...~.....);..E.~................. ...... .... .... ............. ..... .... .................... ....... ............... .............. ..................... .................. ................... resJlect fully showe' h t hat .......E.l!.N.~~.E...~.....y.~~~~!:I.L............................. . ...Hampden ,1/( /lkW, < :i~' ill Towllship C' I I I C' t cl t I' P I WllS II resident of .......:..........................,.................../...lCli~ . UIll le" aliI OUll ~'. ., a e 0 ellllS)" - van ill. and II Citizen of Uniled States. and deJlal.ted this life illtestate ill the COUllty 01" ............................ ...~.~~~.~.7.~~~~.... ............ a lid Stll Ie 0 f ....,... .~.~~~."'.y. !:)!!)~.~.~................................... ....................... .............. ............. on .....~~.~.'!.!:~~1................. the ..........!i~)!...................... da.,' of ....S~p,~cl\1b.~J:.......................... A. D.. l!l.?~...... al the IIge of ....~.9........ ~'eal's. That the sllid ..........!';!!)'!I~]';...~.,...)1Ni!:lJN9............................... deceased. left su",'iving the followillg' nllmed widow or husband. heirs and next 10 kin. 10 wil : Name RelatiollshiJl Residellce ....~~~.~.E?..b...!1~.C?.......................... ...... John N. Smith ......!?~.\!g!!.~.~.r..................... ..U.?..1iU.l.!;l:~.Q.~..Rllil.d ...CilJl\P..ll.ill, P A ......!:.';l.~.~~.r;......................... ..F..1;.I?,\]!;)!!?Y.%...!q,............................... ......!}x.9.~!m.J:....................... ..!;~.u~Qn.....QIl........................................ ...... )}.+.9.~h!i'.J:............. .......... .. J:r.~ncbb.Ul:g.,. .K'l. ........... ................... ......IiJ.~l;!i'X......................... ..1Uuche.s.ter.,..K'l............................... ...... ~ .~."'.~~:\'............... .......... .. !?i!Y.~9.n.....Q!l............ .................. .......... ... ...;:1 J."'.~~.J:................. ........ .. J:x.l'.l1~h)l.\\r. g.,. .K'l. ................ .............. ................................................................ ....~.+l'.\1..;:1ffigh.................................... ....g!?.J:.9.!HL.~.I!1;l,.~!!.................................. .. ..Qp..l!J...fi:r;w.:!J;!!gg............ ................... ....~~.r;.':I.~.~~..~~g!!................................ ....r.~.l!.~.L!i'~.':IJ!m~.;:............................. ....~!!x,g,\\F.~.u.~..!l!?.&~F.......................... ......;:1.:J.."'.~~X......................... ..llnli.IIQWl1............................................... ....f.!~.l:.~~~...Q;?!!.~...~?!:'~...~~~~.'?~).. ......~J."'.~~.r;......................... ..!!!!.~.!1mro............................................... Gayle (last name unknown) Sister Unknown That those above named include all of the next of kin. so far as known. The said decedent was possessp.cl of Jlersonal p,'operty lo lhe estimated ,'alue of $...7..1.0.0..00.............. ,. as near a~ can be ascertained. ...lOi~................................................................ ........................................................................................................................................................................................ Therefore. your petitioner(s) respectfully apply(ies) for LeUers of Administl'lltion in the above named estate. Dated .....Jf,f'?./.../..,>.:................. A. I.J.. 1!1.1.:0.. f ~.;JJ Signature and A,ldress ..........7r<1:~Y.:..-Y.<.~.~..........;.......~t?................ of Petitionl'r(~) ...S.A.l'!?~..J,..~...~]';9......................................................... ...~.!:2,..!:I.i.g!i.;:~~.~...~9.!!~.....(;i!!!'.P...!l~.+.hJ.A.;U.QJJ ..........",..........................,................................................ COMMONWEALTH OF PEK"SYLV ANIA COUNTY OF CU~IBERLANIl 1 ~ :;8: I ...................................... ...................................... ................?A.l'!?I!!.\..!1.,. ..~!,;9..... .................... ................ .......... named in the above llpplication heing duly ......~~9.,!!................................ according to law. sa~' that the facts set forth in the above application are true to the hest of ....I:\~L.... knowledge and belief. ............~~'?);!}.................................... and sUhscrihed'l .. ... ..... ......;/..... ...............}iP'...(';/J.......................... before me. ~ .:<........AJa.?l.dL.<<................~.()........................ .................~.7.!?~.:....~.?...................... A. D.. 1 !l?~...... I ... ........ ........ ........ ............................................................. .....~/....e..;..;f{4.d....~~~.i.~;~.;:... Filed: ...~.~J?~.~m~.~!......~~.,.......~~.!'!.9.................. .," l. (over) ~r~~.ii~.r;;~~gi!;fd~; .iiq.:..........~ ~o ,p~' "ier ~ #A;"',t;.(",. ,1Y~(lF ' .Ol /~i()-ho "J- /I-U,/- 2-- , ----,--- - -- --- ---------- -. -.----- ---------.-- ...-..... -- "'--- -- -- " REY.1162fX ~.... . COMMONWEALTH OF PENNSYLVANIA 4 NO K 2.9737 DEPARTMENT OF REVENUE . OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX I . '" . .. !t = lit ~ ~, RECEIVED JJ FROM ..- "'-"'-__K.__"''''' SanOra L. LeO Richard L. Guida, Esq. , ADDRESS P. O. Box 961 Barr iabur q, PI. 1710B '--eSTATEINFCiRMATION, ------------ DA TE OF DEATH Septelllber 6, 1980 FILE NUMBER 21-80-602 Augu.t 25, 19B1 DATE OF PAYMENT NAME OF DECEDENT Eunice S. vanning COUNTY Cumberland POSTMARK DATE , REMARKS: ~ "PAID ON ACCOUNT" SEAL TAX AT 6% TAX AT 15% TAXAT_% ESTATE TAX m m RECEIVED BY REGISTER OF WILLS = ~... ---- $578.62 $578.62 ,itt/(.:J --- - -- --- --- -- -- --- -- --- - _._~----- ----- TOTAL TAX CREDIT LESS DISCOUNT PLUS (FROM % INTEREST TO_' TOTAL AMOUNT PAID :: .P "'II" aP.i":"':'" J.f.h.. L, 1;"",_1 S_ i \00."'- . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT - \ (.;.;{; /"/()j' i", 1(.1-' DATE jd/n..(I /.. .':l i-- ESTATE ,>(: '//)/..U::"./...J 'd4?/lh/f- FilE NO. ,.;.;';; / ..'/) - &, dc2. V COUNTY / >(t1>,:tUI~/&6~ DATE OF DEATH .cA.;~{];;;~.~';:..Jr:? /jftf! ./ ./ .'y...., - ,J/ ) /J (~~ (./ .:,....(, , .} . / . ,1 ../ ,--;.Z(...( -4.:/1../ / , Appraised Value of ESfare: Real Estate s Personal Property I.'/~J'i' 7 .r. /' / .';1 + / (;J3/.. 0'J s // () () I Jo / / ,3) !.-,'-; ~/[~ , ~ I;, '/3 '(;;.2. + JOintly Held PropertylTransfers Total Gross Estate Total Approved Deductions Clear Value of Estate s Less: Approved Charitable Exemptions Clear Value of ESlate Subjecllo Tax s !?, '/3 j;< Amount Taxable @ 6% Rate s -j &, "/3 '1:2 , lax due s -'/)(/ / /) /p (.<:>c2 Amount Taxeble @ 15% Rate lax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE s .-/) r/ . ., :".J ~ 1:'. ~?~ Less Credits: DATE OF PAYMENT .. '* * .. .. .. A five percent discount totaling $ will be granted if the Inheritance Tax is paid by AMOUNT PAID DISCOUNT INTEREST TAX CREDIT s + s s = s + = + = Interest accrues at tho ratD of six (61 percent per annum on the unpaid balance of Inheritance Tax tram to date of payment, Interest due if paid by is BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE S ,~.- J ,f'. h ~ ' -I- . / ,. ...,. I - ~ ,:,. .Lt-'4A.._ l/'/"C-"" L' -(, -/1-' / \ /. I....~'" I"~ ----/J /,I::r~ J Assossed by: ///d/;"~-r C . // P./A~ ,. '"".':',: ~ ....".... ./!~ -';~~~i_~~..j,;~.,..N~ '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE REV 554rO 1(~4AJ . c2 ytJ /l/ cJ"/./ cfr" 4}( fl/ ~1i/i. i7/rJj" 112-J.:J-BJ. ESTATE Of EUNICE S 'JANNING 09-06-BO D.C.D. fILE NO. 21 20-0b02 A review of our records has disclosed that you are responsible for the settlemont of the above estate or, in the alternative, that you represent the responsible party. Section 701 of the Inheritance and Estate Tax Act of 1961 requires the personal representative of an estate and/or 8 transferee to make an inheritance tax return, In addition, Section 711 states that inheritance tax is due at the date of the deceden!"s death and shall become delinquent at the expiration of nine (9) months after the deceden!"s death. Our review shows that this estate remains open because: _An inheritance tax feturn has not been filed; If.-Tax in the principal Ob-Db-81 sum of $578.63 remains due and unpaid. plus six percent (6%) annual interest from Inheritance tax returns and tax payments must be filed with the Register of Wills of thl! county In which the decedent resided at the time of death. Our records indicate that action on the items checked above is now past due. However, we are extending 10 you a ten.day courtesy period from the date of this 'euer to permit you to senle this estate. If you fail to do so, the Department of Revenue will make a formal demand on you or your cllent{s) and, if necessary. institute legal action. If you have already taken the requested action disregard this 'euer. BUREAU OF FIELD OPERATIONS INVES~:ISION ADDRESS REPLV TO CUMBERLA~D COUNTY INHERITANCE TAA OffICE J.846 8ROOKWOOD ST HARRIS8URG PA 17J.04 7J.71787-98b9 00 :.r ':~ I .: .. l. "". " C:J 0- ....c L -, :u L'_ " It''I :-ig 017,' 0;:;: N -:...;( :1.....J L:.JLl ael: Or- - 0:'" c:: ,w 0- ",CO u'" o::r: ...... ~ UJ~ 0:0: ~ ....IU U - Bond No. BOND OF EXECUTOR, ADMINISTRATOR OR GUARDIAN '6 21-80 6~l2 I"U""~ STATE FARM FIRE AND CASUALTY COMPANY BLOOMINGTON, ILLINOIS COMMONWEALTH OF PENNSYLVANIA } (\ ... COUNTY O~UlV\tlJf:'t::<-A,.Ji::> COURT OF COMMON PLEAS ~ Estate I 0 G~ardianship \, Alvl";I.\.) b IN THE MATTER OF THE OF EtllUi(-.~, ~, IE Deceased o Incompetent o Minor KNOW ALL MEN BY THESE PRESENTS: SA-Vb/lP. L. L f.O o Execut_ Bond of ~ Administrat r_i'!( o Guardian That we, as Principal, and State Farm Fir~ and CasuallY com~~~.:::.orat~.~~ IIli~~~, aJ surety,. are held f~~~~ unw,:~. Commonwealth of Pennsylvama, mthe penal sum of IPJ_ '\)1 t-h.o ,. J S ArU l), \.. ./ / ----....- ~"'---~ . -. Dollars ($ 1~ O(J () l, for the payment of which we jointly and severally bind ourselves, our heirs. executors, administrators, successors, and assigns. THE CONDITION OF THE ABOVE OBLIGATION IS SU~H..II:~~.i_I~~ea.~~-1und principal shall faithfull: discharge the duties of his,<E9, their, \rust as execut gUardian'rdministrat r-. v. ,of the estate of f (J" ' j ~ 'i ,,;, U I AlWl\llll" l according \0 law',then'the above obligation is to be vaid, else to remain in full force. Dated, signed and sealed with our seals this Il}J\ ~;t::~f,> ~17 Principal (~TE FARM FIRE~AN9 C , + A .- - " ' . ,-, .1:'-".. .19~ day of By: Attorney-in-fact day of .19_ Approved this Attest: Clerk Courto( County COMMONWEALTH OF PENNSYLVANIA . guardian, of the I swear that I will faithfully discharge the duties of my trust as -execut , administrat person and estate of . " ayi~~;; sa help me God. /I/ln;-V..ii ]" r p. . I rlnC,pa x Subscribed and sworn to before me, the day of .19_. Clerk Court of F8-<jOG2 (Pann\ylvanl.l) County .~. Power of Attorney STATE FARM FIRE AND CASUALTY COMPANY KNOW ALL MEN BY THESE PRESENTS: That STATE FARM FIRE AND CASUALTY COMPANY. an Illinois corporation. ~ith its principal office in Bloomington, Illinois, docs hereby constitute and appoint: \'6 on:. r (':.. l'S~'\ 1(:\ C. , ...:. 01 Q.l-\ ""I) I \ " . \ \:-, . ils true and lawlul Attorney(s).in.Fact, to make. execute. seal and deliver for, and on Its behalf as SUl'Cty, any and all honds, undertakings or other writings obligatory in the nature 01 a bond as lollows: This appointment is made under and by the authority of a resolution which was passed by the Executive Committee of the Board of Oirectors of State Farm Fire and Casualty Company on the 24th day 01 July. 1974. as is duly authorized by the Board of Directors in Article II. Section 6 of tlte By.Laws of the Company, which resolution is: Resolved, that the Executive Vice.President or a Vice-President of the Company is hereby authorized to appoint and empower any representative of the Company or other person or persons as Attorney.ill-Fact to execUlc on behalf of the Company any bonds. undertakings. policies. contracts of indemnity or other writings obligatory in the nature of a bond. which the Company might execute through its duly elected officers. and affix the seal of the Company thereto. Any said execution of such documents by an Attorney.in.Fact shall be as binding upon the Company as if they had been duly executed and acknowledged by the regularly elected officers of the Company. Any Attorney-in.Fact. so appointed. may be removed for good cause and the authority so granted may be revoked as specified in the Power of Attorney. Resolved. that the signature of the Executive Vice.President or any Vice.President and the seal of the Company may be affixed by facsimile on any power of attorney granted, and the signature of the Secretary, Vice.President or Assistant Secretary. and the seal of the Company may be affixed by facsimile to any certificate of any such power and any such power or certificate bearing such facsimile signature and seal shall be valid and binding on the Company. Any such power so executed and sealed and certificate so executed and sealed shall, with respect to any bond or undertaking to which it is attached. continue to be valid and binding on the Company. IN WITNESS THEREOF. STATE FARM FIRE AND CASUALTY COMPANY has caused this instrument to be signed by its Vice. President. and its Corporate Seal to be affixed this 1 st day of October 1977. This APPOINTMENT SHALL CEASE AND TERMINATE AUTOMATICALLY AS OF DECEMBER 31. 1981. UNLESS SOONER REVOKED AS PROVIDED. ,.........\\\\11 ,,'" I ~ 0 " I", -,' <;..,"\. ~, ...t.S.fI" .-., ,..,.. '... "4. ., /.~.>., .....'>j.\ f~/t.l');tV~~.4rt""~~ ~ ::: ; ~..o _ : '"; ::: '.,'.;.\.S E.r~ [, f j \1(':;>,.:.... ~...c,: " ". ..,.. \~- "" ,'.l';~:'1i ,I \.,~,_--- . "..,.... STATE FARM FIRE AND CASUALTY COMPANY {/~ ~~~ By: Vice-President and Secretary STATE OF ILLINOIS COUNTY OF McLEAN On this 1 st day of October 1977. before me personally came Philip G. Buffinton to me known. who being duly sworn. did depose and say that he is Vice-President of STATE FARM FIRE AND CASUALTY COMPANY. the corporation described in and which executed the above instrument; that he knows the seal of said corporation; that the seal affixed to said instrument is such Corporate Seal: and that he executed said instrument on behalf of the corporation by authority of his office under the By-Laws of said corporation. ........"'"1.",.. ":"" l.Se... ", .,......~ ,\\.......~III?~'" s~"'.... ....v~.'. !.::t/ "OTAR}' .....~1 :-=: :~: = : : : ; ~ '. I'U8tlC i.; "'~'''''. :'">J: ""~("'" ....'.:::::,i. ',,$".f ........."""'...... 'I",!, COlJ" ...." tw'"'II,I.I" ~~ Notary Public My commission expires November 3, 1978 CERTIFICATE I. the undersigned Vice.President of STATE FARM FIRE AND CASUALTY COMPANY. do hereby certily that the original Power of Attorney of which the foregoing is a true and correct copy. is in full force and effect and has not been relloked and the resolutions a!l set forth are now in force, ' ;. I f:., iJ' Signed and sealed at Bloomington. Illinois. Dated this FB6-9043.2 .......'\\\\\11, _.~'. to ~O [1(' "'I :-- ....'';..~".. ,'. ":~~"'t' '\ :~':",./,I." [~:'t I)~ VOif 4 r r"..g ~ ~~~ -..,- :~~ .....;r....:'l IF. ~ 11:. !;: "<'- ;':~..,.. ,.' . ~~~...~./ "':.'l;-;II.I\.-\',.'.- ..,,,..,.....'. day of :::; f ,'i-f II.'r.": 19 go, Vice-President AEV0451 EX+ (3-80) COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of ITEM NO. 1 2 3 4 5 6 7 SCHEDULE "6" PERSONALPROPERTV (Instructions on Reverse Side! EUNICE S. VANNING DESCRIPTION Secretary desk Smokestand Box spring/mattress Portable television Tape recorder Kitchen utensils Proceeds from State Farm Fire and Casualty for Datsun B-210, totaled as result of accident: which caused Decedent's death *' ESTIMATED DEPARTMENT UNIT MARKET VALUATION VALUE VALUE (OFFICIAL USE ONL Y! $120.DC $120.00 75.0C 75.00 100.OC 100.00 80.0C 80.00 75.0 75.00 50.0 50.00 4,2l4.2C 4,214.20 8 Safety deposit box contents - appraisal attached 2,157.7 2,157.72 9 Savings account, Dauphin Deposit, 5528 Carlisle 1,132.7' 1,132.74 Pike, Mechanicsburg, PA 17055- 10 Checking account, Dauphin Deposit, 5528 Carlisle 1,136.3 1,136.32 Pike, Mechanicsburg, PA 17055- 11 12 13 14 State Farm Fire and Casualty Company, insurance premium refund/policy refund Security deposit refund from Consolidated Properties for Decedent's apartment Interest earned on Estate checking account IRS tax refund from Decedent's 1980 tax return 68.3 100.0 68.34 100.00 225.0C 225.00 4.3 430.0( 4.35 430.00 TOTAL THIS PAGE 1$9,968.67 '1.7~f.(P1 I .#91\' Steinmetz Coins & Currency, Inc. 48 KLINE VillAGE HARRIS8URG, PA. 17104 Ph. 717 " 238.9184 or lane.,ter 717 . 397.6989 Member . Fae" T eletvpe Network "0 13" I SA .",) ,V- L. L.::c 'I I SOLO \ I'"'l... U\~l c.i\.\ ...... ,\,I) SHIP TO TO (o..,-,,\J I..' l~ VI) \[ '"' 'l L -1 L DATE OUR ORDER NO. TERMS YOUR ORDER NO. DATE SHIPPED SHIPPED VIA F.O.B. I .-1 "" e'. ~...'''' l. "?;"\.~ " 'I~ ~lf"-'\~ PRICE AMOUNT ~I~.- \ 0,<;.'0 , t..- "l. .'c \ \:;':1.- c~ 0'< . - "3,.- .1'2- l.\;C - & \'-'5:.:;. .- ~~. - 6 1")- LI~. - 10.- !..\\) ,- ILl. - Y le,.!.,::) l...... - (,,~.- ..,~<( I. 11.. QUANTITY DESCRIPTION '" ~"l."o '10% <'" LV'>-'\. (.::;.1,.... ,L.'~ (u.. ~"..~"~~,, \ '1 n... 'f/. ")..11->.. I"")," ,,-\ L.l l.J ,04. ,,.! (...t............-........ V' "I. Co"-': '- '0 t:tt,..'........ "\.~....o:- "2.. 12,.\.",\,.... ....lo,;;"'~ .\'t.\~""" .~ Sn..v",l'\.. j)::>l.. "..\ I. '-\ \l.r. Iv 1<." "7, "':,.'-\11. ~ \!-ll<' "2,. "" t.>.-. \ 'i; '''- \ .Ic 1)_.... <;.,~'\.'-,...,c..- FORM 81108 REV-452 EX'" (3.8U) COMMONWEAL TH OF PEHNSYLVANIA DEPARTMENT OF REVEHUE TRANSFER INHERITAHCE TAX RESIDEHT DECEOEHT ESTATE OF EUNICE S. VANNING SCHEDULE "C" TRANSFERS *' INSTRUCTIONS: 1. Answer the questions all reverse side. 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 dealh, dates of transfer, to whom transferred and relationship of transferees to decedent. Attach a copy of any trust deed or instrument relaling to the transferred property. ITEM NO. DESCRIPTION ESTIMATED DEPT. VALUATION MARKET VALUE (OFFICIAL USE ONLY) NONE. TOTAL THIS PAGE QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years 01 death, make any transfer of any malerial part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No".) No 2. Did decedent, within two years 01 death, transfer property from himsel [i hersel f to himsel f/herself and another party or parties (including a spouse) in joint ownership? (Answer "Yes" 01 "No".) ~ 3. If the answer to one or two above is "Yes" and the Iran sIers are claimed to be nontaxable, provide the following information: a. Age 01 decedent at time ollransfel. b. Copy 01 death certificate. c. Allidavit 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 properly without receiving a valuable or adeQuale consideration therelor which was to take e(fect 111 posseSSion or enjoyment al or aller his/her death? (Answer "Yes" or "No".) No a. Was there any pOSSibility that the property transferred might return to transferol or his/her estate or be subject to his/her power 01 disposition? (Answer "Yes" or "No".) b. What 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 lor 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 translerred or income therelrom? (Answer "Yes" or "No".) No 6. If the answer to live b. above is "Yes," state whether the right was reserved in decedent alone or others. 7. Did decedent in his/her lifetime make a transler, the consideration for which was transferee's promise to pay income to or lor the benefit or care oltransleror? (Answer "Yes" or "No".) No 8. Did decedent, at any time, transfer property, the bmeficial enjoyment of which was subject to change, because 01 a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transler or by operation 01 law? (Answer "Yes" or "No".) No 3. If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneliciary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No".) REV-453 EX"- (3.60) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES . (In!irructioIlS on Reverse Side.') Estate of ~:UNICE S. VANNING BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DECEDENT DATE OF BIATH 9/15/45 100% INTEREST OF BENEFICIARY Sandra Lee Leo Daughter Yes ,---- The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH 'REV-454 J 1-801 COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTL Y OWNED PROPERTY . (Instructions on Reverse Side) Estate of EUNICE S. VANNING P TOTAL E VALUE OF DEPARTMENT ITEM R DESCRIPTION MARKET C DECEDENT'S VALUATION NO. VALUE E INTEREST (Official Use Only) N T 1 Certificate of Deposit, jointly held by $1,000.00 60%) ~500.00) 'i tJ.!JL 4>.1 Decedent and Sandra Lee Leo, Dauphin I otfl~ Deposit, 5528 Carlisle Pike, Mechanicsburg, PA 17055. ~--''i-J'(> - ...t'~ctr'LLJ..r' .n, (".3 - TOTAL THIS PAGE @500.00) ~ () .J ~,(" .3 ~If 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 IsI 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. c '" u n ~ "" > ~ z p 0 0 0 tIl U Cl n c 0 -J Z ~ Z - t"1 P 0 9 :... t"1 :r: z :>:l . Z -' ~ Z t"1 -J 1'1 r-i 9 9 -l 0<: 'Jl tIl Z 0 tIl 0 -J 0 ." ." ::c ~ ~ , p 0 " c.." I L. ~ W . -J "rl c., d: ~;:.;; I 0 ." ~: Z (::; c-. 0- ~~ I ;; y~ , c:: N ~_! t"" L1J I.~ i = j C c: .. c- o!'::. I a::,n co: ,w tIl 0-' ~i::~ I t"1 u'" 0:5 ...,w I 0 a::'" ~ ~t.J ~ Z u t"" I 0<: 0<: -< ~ t'1 t"1 P P ;:::l ;<l File Number INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) 21-80-0602 I!J Original o Supplemental o Remainder REV-484 EX+ (HO) Estate Name F.unice-S._V.anning September 6, 1980 Date of Death Social Security Number 236-34-1405 REPORT OF INHERITANCE TAX APPRAISER f, the undersigned duly appalnted Inherllance Tax Appraiser in and Far the County of Cumberland Pennsylvonia, do respectfully report that I have appral sed the real and personal properly as reparted in the laregolng return at the values set forth opposite each item in the last column to the right in Schedules "AU, liB", "C", Dnd "E" \ '., , '/P'h I) ./:-11 (','I,ll / f /I /1 'II INHERITANCE TAX APPRAISE:R , Dated: June 11, 1981 ADJUSTMENTS REMAINDER APPRAISEMENT CODE INVENTO RY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY) R..I Property (Schedule A) $ N n 00+ 92+ Personal Property (Schedule B) '0+ Jelnl.Held Prep.rty (Sch.dul. E) 2ll+ Transf.r. (Schedule C) 30+ TOTAL GROSS ASSETS 30 Le.. D.bts ond Deductions 40- 93- (SCHEDULE F) CLEAR VALUE OF ESTATE OLlie Estate RATE FACTOR PRINCIPLE VALUE CODE o Annully FOR USE OF REGISTER ONLY Tax on $ CODE COMPUTATION OF TAX $ $ $ $ 6% Tax on $ 1 S~" Tax on $ Tax on S Tax on $ $ Exemptions T otol Estate TOTAL TAX INTEREST FROM BALANCE TO $ $ $ Leu Credits DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT S + $ S = $ + = BALANCE TO S REV.518 FO (7.S0) ~~ COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS NOTICE OF FILING OF APPRAISEMENT Sandra L. Leo 112 Hillcrest Road Camp Hill, PA 17011 RE: Estate of County of File No. Eunice s. Vannin~ Cumberland 21-80-0602 Dear Mrs. Leo: You are hereby notified that the orip:inal appraisement in the estate of Eunice S. Vannin~ has been filed in the office of the Register of Wills of Cumberland County on June 11 , 19l1l... Said appraisement reflects the following valuations: Real Estate Personal Property Jointly Owned Transfers Total None 9,91';8.1';7 , ,03:>.1';3 None $11.001.,0 As to such tax that is paid within three months from date of death, a five (5%l percent discount is allowable. As to any tax that remains unpoid after nine (9) months (fifteen months when death occurred 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 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 Estet.. T.x Act o. 1961,72 P.S. 2485-1001, P.L. 373. Dote June 11, 1981 'It " J(' I) .fI 'rl.(I'J'~1I ,f'HIJ.l1L / Signed Title Chief Atl'Oraiser NOTE: This is not a bill. III J ... ,:: C" Ql ~.' ~ ~ p:: a ~ ... .( ~ D'; Z ~ ~ '1.'1. 0 >- >- ~ \0 ~ ~ '" .-i :::l ~ ...:I Ql .( ~ - u z 0 .-i -<t - 0 .-i ~ ~ - 0 !;: 0 ~ p:: ~ ... '" 0 Z 0 '" '" >- f-< 0 - ~ Z Z f-< ~ Z ...:I 0 - 0 p:: z ::<: ~ ~ ...:I Z ::E z 1:1 :::l U t.:) Z - ~ 1:1 0 0 ~ - ::: .( u 1:1 ...:I .~~'" " . r., \ .' ,- 'J- - --~ - :_-:0---- '--~\.l.:_o_"":-_=......~_-_ Estate of EUNICE S. VANNING Dale of Dcath_.w/80 File No,02 / -.i?r? -t!/);; WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: HEV.4S5 DCt (3.Hn, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS' AND DEDUCTIONS Claimant Relationship to Decedent Claimant's t\ddress - --- ITEM DATE NAME OF PAYEE REMARKS AMOUNT NO. 1 10/2/80 Citibank Visa charge account balance due 255.12 2 10/16/80 Bell of Pennsv1vania lohone bill 50.16 3 10/16/80 P P & L utility bill 57.87 4 10/16/80 Pomeroy I s charge accoun t balance due 89.52 5 11/11/80 Robert \~olfe cemetery marker 515.00 6 11/11/80 Hvers Funeral Home funeral exnenses 253.71 7 2/25/81 G.H. Harris, Inc. personal taxes of Decedent 136.10 . ,. T9T.M, TH!.!i / EI $1. 357 .48 I hereby certify that to the best of my knowledge and be\ief-lhe-fOregOiri9iS~ii.~~n true'.sta~~ of debts, funeral expenses and expenses of administralion submitted t6 the estate aSrjCductio~s.forj.oJ"eri,!;in5:"Tax purposes. . . \C.......-7~. / . " ./ . '.:../----,:,.-/ / / h. . J..r-.....-. ~/ -'" / Y"':"'9... rf'/ , SI~^,.U~f(OF ^T~ '-(lj..U':'^RV ' DATE OHiCI,/.\; USE ONLY L-- DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S /3/;-1. 4F AT / h PERCENT. h-/t:.-?/ DATE GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, 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 Intestate Laws. C '"0 " ("l > m ~ :s > 0 0 " tIl Z Cl n c: " .., z :::: z t"" t"'l m ?:: Z ;:0 > 9 - 9 t"" Z Z m .., M .., Z P 9 -l -< tIl t"'l - tIl Z 0 tIl 0 .., 0 "'l ;:0 "'l ~ .~ ~ 0 ~. - "'l ,. 0 "fl '_I: - t ~ . - Z ("l o:l: I,U~:' - L.. ;I> '-' ZCI t"" ~:'I'. 0- .::"-., ~JL;' N ;c;':': c: 0' ~-1 tIl 01-" -u:: m O:;U':' 0.. ~lU 0- "'" :s=0'.J 0 <.>'" o:::~ Z LLJL..I 0:0: - w~ :( ~ ....<.> -< -< <.> ~ m m ;I> ;I> ;:0 ;:0 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.