HomeMy WebLinkAbout80-00603
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No. 21.80 603
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of
E. MAY HAMER
, deceased.
Mary C. Lewis,
To BJ~:bajilHixA6llil:eooool, Register of Wills for the County of Cumberland,
in the Commonweolth of Pennsylvania.
IS
Petitioner(s) me the execut or named in the Last Will and
Testament of E. May Hamer dated Nnvpmhpr 1 R. 1,978.
Decedent was a citizen of the United States and 0 resident of
3f~!JIlI~
Borough, Cumberland County, Commonwealth
Carl isle
of Pennsylvania.
Decedent died on Saturday
A. D. 19.J!L, in the County of
13th
the
day of September
Cumberland
, State of
Pennsylvania at the age of 88 years.
lhasc irosc he r
Decedent has not been married and has not had children born to him:
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
os near os con be ascertained; said real
estate situated os follows
~lf'X
Therefore, your petitioner(s) respectfully applies for the probate
of the said Lost Will and Testament and for Letters Testament
~.
1.
Ben ami . Heine
thereon.
Doted
September 17 , 1980
Nome and address
of Petitioner(s)
515 Biddle Drive
Carlisle, PA 17013
COMMONWEALTH OF PENNSYLVANIA f
ss
COUNTY OF CUMBERLAND
Benjamin R. Heineman.
named in above application, being duly sworn according to low
say(s) that the statements set forth in this petition are true to the
best of his
knowl,dg, ond ",r;~ ~
and subscribed before ~/A (f4\...
Sworn
j5'1u
me September 17 , 19 80
~c? -ff!:'H~/
. .,ax ~JCRegister
Mary C. Lewis,
Attorney: Robert M. Frey ~
Filed; September 19, 1980
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LAST WILL AND TESTAMENT OF
E. MAY HAMER
!, E. MAY I-lAMER, single woman, of 515 Biddle Drive in the
Borough of Carlisle, Cumber'land COllnty, Pennsylvania, being of sound
and disposing mind, memory and understanding, do hereby make, publish
and declare this as and for my Last Will and Testament, hereby revoking
and making void any and all Wills by me at anytime heretofore made.
1. I direct my hereinafter named Executor to pay all of my just
debts and funeral expenses as soon after my death as may be found
convenient to do so.
2. I give and bequeath all funds which! may have on deposit in any
Savings Account or Certificate of Deposit in equal shares to such of the
following eight (8) persons who shall survive me by a period of ninety (90)
days:
(A) My niece, Louise J. Heineman of 515 Biddle Drive,
Carlisle, Pennsylvania, 17013.
(Bl My nephew, Douglas R. Heineman, of 1931 Fry Avenue,
Carlisle,. Pennsylvania,. 17013.
(C) My nephew, Dale L. Heineman, of 1274 Fisher Drive,
Lake Meade, R. D. #1, East Berlin, Pennsylvania, 17316.
(D) My niece, ,Jane L. Reidenbach, of 21 Springville Road,
Boiling Springs, Pennsylvania, 17007.
(El My nephew, Carl W. Heineman, of 515 Biddle Drive,
Carlisle, Pennsylvania, 17013.
,(F),My niece" Florence H.. D~yis, of Yorktowne Road,
>. ,~ ' " .1_'. '~I./ -. . r', ' ,
. pottsville; Pennsylvania, 17901.
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Signed, sealed. published. and declared by E. MAY HAMEH. the
Testatrix above named, as and for her Last Win and Testament. in our
presence. who, in her presence, at her request, and in the presence of
each other. have hereunto subscribed our names as attesting witnesses.
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OATH OF SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA l ss:
COUNTY OF CUMBERLAND \
This..............................~.?~~...... ........ ................ ... day of ... .......~.!:p.~.~.~.i?~.~............. ..................... A.D., 19..~~..,
Mary C. Lewis
before me :8i.~lC~Jl:l(l:l1, Register for the Probate of Wills and granting letters of Administration
in and for said County of Cumberland, in the Commonwealth of Pennsylvania. personalIy came ..............
Robert M. Frey and Joan L. Ewing
................................................................................................................................................................................
the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and
Testament of ...........~.....M.~Y...?~.~~.~........... .................. ................................ Dated .N.Q.Y.~.w.P.~.r:..~~....^fi.!.~..
lateof.........~.QJ'.9.Hg,I:U?L!;.!!!;g~l~............................................................. Cumberland County Pa., deceased
who being duly ......!l>>:R!;.t:l.......................... according to law. depose and say, that ....t.\1!1)!..W.~.r.!1.................
present. and saw and heard the testa~r.~.l:\........................, ......~,...M~y..ff.~!:I:l:~!:..........................................
sign, seal, publish, pronounce and declare the said instrument of writing as and for h..~.r........... Testament
and Last Will, and at the time of so doing .........f!.\:1;~..................................was of sound and disposing mind
memory and understanding, to the best of ...............\1~.r..........................knowledge, observation and belief.
..............P.>>:!?F..n..................... and subscribed before
VA (!~"d~)
..:...........................~.~................
Mary C.' Lewis.
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.................................::1..........................................
Robert M. Frey
.............................~~~=..................................
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AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA l ss:
COUNTY OF CUMBERLAND \
.................................................................. ......~.:.':l.~~.l~~~..~:...~.7.~~~.~~~...........................................being duly
..................~.W.9.r.J}................... says that as nearly as can be ascertained the said decedent ..........................
............................)!;.....M.~Y..g!!-.~!'!F......... ................ .... ...................... ........................ .................................died on
.........?~~~!:!;\~.y....................... the .........~~~.~...............day of ....~~p.~.7.~.?~:.............................. A.D., 19.?R..,
11.."-0 /'r
at or about ......... .. ..:.......................... o'clock, ....M.
....................?~~!:!)......................and subscribed this
...................~1.~~.................... day of ...~.~.P.t!i!mp.!i!.r:..
19, ..1l9.., before
12t.~~~~..m.....
Mar C. Lewis.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLV ANJA }
COUNTY OF CUMBERLAND SS:
Before me, the Register for the Probate of Wills and grunting of Letters of Administration in and for
the County of Cumberland, personally came ..........~.~~j.~.~.~~.~.....~~!.l};~.!!.1!!-.~..............................................
who, being duly ......~W.gr.f}............, do .~.~..... depose and say that as................X;.li.'il.\:lmX................................
of the last Will and Testament of .......................~.....!Y.l.\\y...~.~.m!i!.~......................................................deceased
.........~.~............ will well and truly administer the goods and chattels, rights and credits of said deceased
according to law. And also will diligently comply with the provisions of the law relating to Transfer
Inheritances. .....!?w.Q.r.n........... and subscribed
before me.
..........l?~p.~.~!!.1.I?~.;:.....u.........~....... A. D., 19 ....~.9.....
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..:. ......... ...~;~t;;';..K...............................
Mary CLewis.
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DECREE
Be it remembered that on the ...........~.?~~..... day of ...............~~p.~~p.~~r.............., A. D., 19 .~2..., there
was probated and recorded the last Will and Testament of .....}i;.....M.~.Y..tlg.m~.~..........................................,
late of........J2~!:.<?':!r;~..~~..f.~!:~.!~.~~............................., Cumberland County, Pennsylvania, Deceased. Letters
.........J:.liU\t~.m~)).,tiJ,!::Y................... were granted to .........:s.~.nj~.m.~l,'\.R....ff.~~I)..'il.mi!-.n......................................
Witness my hand and official seal the day and year aforesaid.
..........~%~~~:. .:......~gi~~;:
1trrc~ Lew is
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
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FILENO, d)- (f!jf GO:?
COUNTY L.A...!/VV'\~k[J j ("" ~
OATEOFOEATH J~~~, J5 \~X'U
OATE
ESTATE
Appraised Value 01 Estate:
Real Estate
-
$
Personal Property
+ r::; J UC\q, 03
r-c.
+ ":>6~' /1
$ SI, 5'15, d,d-,
S' Y k'Co f( ~
$ L}-Ij '7 0 ~. 1-/ I})
/
Jointly Held PropertyfTranslers
Total Gross Estate
Total Approved Deductions
Clear Value 01 Estate
Less: Approved Charitable Exemptions
$ Lff) '7 Ii X 'I u
Clear Value of Estate subject to Tal(
$
$
tax due
rJOR.LjU
1
tax due
(",9 5?. dt-.
o f( 5 c., :J(...
Amount Taxable @ 6% Rate
LIS'
Amount Taxable @ '5% Rate
$
\.i TOTAL PENNSYLVANIA INHERITANCE TAX ~UE
Q-(:f' "" _I:; ~ 1 14 ''),? g J)
L. () 0 y~o )
A five percent discount totaling V
Inheritance Tax is paid by
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will be granted if the
INTEREST TAX CREOIT
Less Credits:
DATE OF PAYMENT AMOUNT PAID OISCOUNT
$;J:< c,'} = $ to $5111/, (,3
I _ '1- ~.' S (., y.5 /'e, ;(f:. + $
=
+
=
+
Interest accrues at the rate of six (6) percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
is
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BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
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Assessed by: I I I ,.'. ( I
Seelnlormalion on Reverse Side Agenit~rth'Commo?""'!~
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COMMONWEALTH OF PENNSYLVANIA *'
DEPARTMENT OF REVENUE .' ~
BUREAU OF FIELD OPERATIONS .~
ReSIDEHT llECEDEIH
COUNTY OF CUMBER LAND
IMPORT AHT:
- -
This r~turn IUU&t be completed In detail nml riled in dllpliClllc, with nil attached. with the Registcr of Wills of the
Conol)' where dccedent rcsidcd~ !tecum is due within nine Illunths after dille of deilth. uuless an extension is grantcd
by the Sccretl1ry of RC1,(enu.:. (Scctiun 103 of the Inhcrililllce nnd Estate Tax ACl tlf 1961.)
Lata of
Cumberland
} AFFIDAVIT OF
EXECUTOR
X~HiKIK~
IN TilE MATTER OF TilE ESTATE OF
E, MAY HAMER
(STATE FULL NAME OF DECEDENTI
County
Stato of
Pennsylvania
Cumberland
)
J'"
County of
:wIlIiilililiK:liit
Benjamin R. Heineman
of tho crllate of th" above.named Jaced.nt being duly Iworn, depolO
Executor
and lay
Decedent died
September
13.
ICAY)
19 8
tOltate ICK1Ying 0 lo.' will, copy of which Is hereto attached. }
OiNX
IMONTHI
Name and addrns of attofhf>Y or 1
other outhOllud ropreuntotlve to whom (-
all corru.,ondence should be muiled. )
Robert M. Frey. 5 South Hanover Street. Carlisle. Pa. 17013
That as such Executor deponcnt is familiar with the affairs of said estate and the propcrty constituting
I EXECUTOR.ADMINI5TRA TOR:
thc i:.sscts thercof and their fair market value.
That at the time of dcath there was no safe dcposit box registcred in decedcnt's indh'idual name, or jointly with, or
as agent or deputy of another, or in dccedent's individual name, with right of access by another as agent or deputy, with the
exception of the following: -
NAME AND ADDRES~ OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS S.t.FE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
NONE
-
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That the contents of said safe dcposit box or boxes are itemized under Schedules
with the exception of the following, for the reasons hereinafter set forth:
of this return,
That ScheJu/e A altached hereto and made pan hcreof sets forth fully and in delai I all lhe real properly
in the Commonwealth of Pennsylvania of which decedent died having an intercsl therein. It also sets forth the
mortgage encumbrances upon each p;.rcd of real property at the date of death, giving the amount still due at
death, name of mortgagee, date, ratc of interest, and bouk and pagc of record thereof. It also sets forth in the
columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof
as nf date of death of decedent.
That ScheJule B altachcd hereIn and made part hereof sets forlh fully and in delail all personal property
whereso\'er situat.::d o\vned by the decedent at the time of death; all moneys left by the decedent at,the time of
death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings
banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons
giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's
death in the case of savings banks, and tu the dale of decedent's death in all othcr cases; all bonds, postal
savings, treasury certificafes or notes and other evidence of indebtedness of the United States to the de.
cedent; all obligations, whether by statute or agreement they arc designated as tax frec, of the United Stales,
or any state, or political subdivision thereof, or of any foreign country, which arc owned at the time of de_~.th;
all wearing appal~l, jewelry, silverware, pictures, books, works of art, household furniturc, horses, carriages,
automobiles, boats, and any and ill1 other personal chattels of whatsoever kind or nature, left by decedent,
together with the filirly estimated mnrket \'alue Ihereof: all bonds and mortgages held by decedent and of all
claims due and owing decedent at the timc of death, and all promissory notes or other instruments in writing
foc the payment of money of which decedcnt dicd possessed, of whatsoever nature, with intercst thereon, if
any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be
less than the face value, it Sets forth hriefly the reasons for such depreciation as to each item; all moneys
payable to the estate from lire insurance policies carried by decedcnt; all annuity and endowment contracts
the proceeds of which were payahle upon the dealh of the decedent; all and the corporate stocks and dividends
due thereon and unpaid as of the datc of death, bonds and accrued interest thcreon to the date of decedent's
death and other investment securities owned by the decedent at the time of death, with the market value there-
of at such time.
. "
In tilt. cn~c of sccllrltles of close or family corpc.rat1ons, the vAlues r.~porled llre tlS fur as
posslblo ""IJslanl.llIte.1 by fln,nchl statoments of lhe corpor"t1uns, showln~ the ..sets nncl ll.hllltles
th,'roof ns of th" "nle of' ,'e"'.o, The schednle also selS forlh Ihe interest of .h,cedent Ilt the time of'
""alh In "ny cO-l'nrlnershl!' M 'JIIslnes<. amI In support of' tho valuo of "",h Interost t.her" Is an""x,,d to
suM scllt~d,1I11!, f'lnllllct.tt st,ltl'mp.nl.~ ~howln1!: thensset.5 uncI 11!\hl\1t.tes of' said co_p:trtncrshlp or hl1s1n~'i5.
A copy of ,h.. cO-I'"rtnershlp <,~reement. (! I' Mal, a stat."mont selling I'ort.h the nllt.ur" of t.he "~r,,.''''''ntl
to~elhor with a sutem.mt. sellln~ I'ort.h th" chsr"clU of th" huslness, Its location, un" such ot.her l'I1ot.s
l,,'rl"lntn~ to the huslnoss 115 m,,)' he pertinent to a I'nlr "nd .Inst lIpprnlsnl 01' l.he dee.,dent.'s Inler..st
th.,r"ln m,,'tl,,'snhmlttcd. \l shnul.lalso set "orth In itemized form, together with t.he fnlr ""rkel vnluu
thcrf?ot', fln)' other property owned or bequenthetl by the dcce(h~nt nl the time of deat.h.
The Sc/1(>dulp C ftl.t.llched hereto nncl ronde llflrt hereof sets forth 11 true nnswer to el\l~h 1nql11r)'
cont."ln'..\ therein nnd In the cllSe 01' t.ransl'ers of property, real or persoonl, wHhln two yoars of docedent'"
death, In cont"mplallon of' decedent's denth, or Int.e"led to t..ke effect \n possession or. enJoyment at or
nfter ,Ie"t.h, said schedule sets fort.h the noture ,,"d vnlue 01' such propert)', t.o whom Irnnsl'err,'d, the
relnllonshlp of the trnnsferees t.o th" ,Ioeetlent., t.ho propor!.lonate shnre receIved hy ooch tronsf.'''''' 11/,,)
011 nther facts of n pert.lnent nnt.llre regnrdlll~ sllld t.rnnsfers. In t.he ense of trunsfers Intonde.\ 10
tako effect in possession or enjo~'J1\ent nt or nl't.er .Il,ath, there Is nlso alt.IIChlld to thO schedllle II COil),
of the deed, trust ngreement or ot.her Inslrument ereating t.he trllsl; Ther" is also set fort.h III s"ld
schedule" llst of 011 Jlroperty, ronl and perso,,"l, wIth It.s vlllue, which p""es nt dece.lent's .1o'"lh hy
virtue of the. exercise by. decedent, either indlvldllally, or .lolnt.1y with .not.her, or .ny power u!' nl'l'olnl.-
ment vesledlndecedent, either individually ur .Iolnt1)', by the wIll, deed, or other Inst.rumellt. 01' alloth..r,
with a cop~. of the inslrlunent crcllt1np; such power llt.tRched to the schcltllle.
That Schedu/~ 0 attached hereto lLnd mnde ptLrt hereof sets forth the nnmeS nnll ncldr(,s6c~ of nIl
persons beneficially interested In this estllte "t. the tim.' of decedent' 5 death, t.he notnre of thillI' 1"'.-
peet.lve Interests, their relnlionshlp, if nllY, to the decedellt, to~other with the fogeS 01. the Unll.ol'
decedent' 5 death 01' nll mInors, "nnultonts nnd heneficlnrleS for I He under deeedent'S Will. It IIlsu
contains a stntement showIng whieh of I.he benefleUrleS n'URed In the decedent' 5 will, I I' IIn)', ,lied Ilrlor
to decedent., the dntes of their deoth, their issue, und the rellltlonshl]l ..I' sllch issue to the henol'lcl/lry.
That S.:/1edule E attached hereto nnd mnde n part her~or sets forth nll property, reul un.! )lor-
sonnl, owned b)' the decedent .Iointly with allothel' or ot.hers, including Intallgiblc, stnmllng In the nllmo
of the decedent and others, plus t.he date nnd Jllace of rocord of Instruments el'fectlng tho ,estllllre of
renl estnte IInd the date of nC'lulslllon of persollallY, 1'1115 t.he nome, address nll.1 rellltlonshlp, I I' any,
of co-ovmers to the decedent.
Thnt Scf>cdulc F attached hereto nnd m"de n part hereof sets forth 1\11l)' and In detoll nil deht.
nnd deductions clnlmed for nnr! on bel",l I' of t.hls decedent' 5 estat.e, Includlllg I'lInernl expen.e. Plllol;
fnmlly exemption, where nppllenble; eosts 01' admlnlstrntlon or this estnte; cOllnsel fees un" 1'1I00Iclur)".
eommlssions ]laiol or t.o he I,aid; cost eX]lended for burinl tl'IIStS, tonlbslolles or ~I'nv"mllrkors, nl1.1 1'011-
gloUS services, in consequence 01' t.he denth of t.he decedent; debts nnol elnlms owing an.1 nnp"I.1 nt t,me nf
denth; t.axes nccrued charge"ble for Jlerlod 1'1'101' t.o decedent's clenth (exc"pt those 1I110we.1 unol..r seetlnn
651 of the Inheritance and Estate TIIX Act); t.o~et.her with II s!.atement 01' col Int.erlll I'led~col for nhllgn-
tions, II' nny. It is agreed that the I'ir!uelnry will ]lresent proof ul' sllld clnlmeol nhll~lItlol1S I1pon re-
'luest, thnt if the amount nctuall)' plliol in settlement 01' "n~' fee, conllnlsslou or ch.h\. Is 1"55 thlln the
estlmatod "mount chimIng nnd nllowed, thnt the Slime will he reported to the Ileglstel' nl' Will., nnd t.hnt
the amount of tax assessed cnn he rcltssesscd in accordance therewith.
That the tol<lls 01' the appl'o)>rl',t.o columns In Sche.lules "A", "II", "CO, "E", IlIIlI "F" liS ,111"'cl..,,\ therein,
hf\\'c h~en cnrrlerl t'orwurd nnd properly registered in the SlIflUllflry.
....."....~.~..9...:z.'Sm .m day of .... ...(J2c::&~.
..........M;~;~.J~;j~::T3~3........
Notary Public Corli~le, Cumbcr\:nd County
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.. ~rC:~mmJ~fJiH,7~~.~~.a~~..m... .............".--.-.
( StTcet Number)
Carl isle,?[i.l?9 P
(City or Towll and S!i1W)
SOTE: Bet'ore sIgning nfl'ldnvlt mnk" sure ull hll\nk spu,,,'s III U'" ,"'1'1.,,,\'11 u",1 Hoh,',I"\"H 1I111l"x...1 1\1'0
filled In wIth detailS or the word "Sone", ul1.1 In ense !.he us,"IS '11I'1".1,' 1'''1''< "n.1 1111115",,1 s..cllrltlo.,
securlt.les of close or fnmll)' corl'orntlol1S or I\n In,,'c.:5!. III ulI)' e""I",,"""I'.hl\' or husll1"ss, Uu.t t.ho
dut.u a"oI stntements re'lulr"'\lIuolec t.he IH"'"~I'uph 1\1'0\'" ,'eJ"tl"f'. I.U Seh..,'"J.' "II" "1'" u\.\.l\ch,'.I. .\15" make
ccrtntn that column #1 in the "Snnrnfil"Y" lIns ht~en prnpt.>rly \~(lmJ111!ll'll liS IlhIlVI'-lllrl'ctl~rtl
Subscribed and sworn to before me this ...........".."............
...19..!l"Q...
.., ...........M.......
.
Rce..u (4..731
'COMMONWEALTH OF PENIiSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DEC~DENT
SCHEDULE "A"
REAL PROPERTY
*
Real property in Pennsylvania, with statement of mortgage encumbrances upon eoch parcel at death of dece-
dent. Property held by the decedent as tenant in common with another or other, should be identified
as to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E. "l
NONE
The real property located In tho Commonw"olth of Ponnsylvonlo should be
de.crlbed by lot and block number, atreet and atreot number, together with
o general ducrlptlon of tho property, with 0 rereronco to the record of the
conveyance by which the decedent took title; If a farm atote number af a.
cru; olso statement of mortgage oncumbrancfla upon each parcel at death
of decedent. Tax.., oSlealmenU, accrued Interelt on mortgages, etc.,ore
to b. It.ted on Sch.dule"F" and must not b. deducted rrom thl. schedule.
(1)
(2)
(3\
D~PARTM~NT
VALUATION
CAUTION
(Do not write
In thl. spoco)
ASS~SSED VALUE
FOR Y~AR OF
DECEDENT'S
DEATH
ESTIMA TED
MARKET VALUE
-0-
Insert this total opposite "real property", Schedule "A" in the X X X X X
II As Reported" column on the last page of this return.
-0-
-()-
~9'\.
~
HEY..." (11.,8)
-~~
~
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
SCHEDULE "8"
PERSONAL PROPERTY
RESIDENT DECEDENT
INSTRUCTIONS: This Schclluil' IIIl1s111isclll~C ;lll til1l~ihk and intal1~ihlc 11CrStlnllllUllllcrty uWlled huJi\'ithlillly hy the
decedent, lit the lime tlf his dc;\1h. Pruperty ownc,,1 h~' the llcccdclIl jllintly with another tlf tllhers lIlust he listed
under Schedule IIF.". Int:U1gihlc perNollu1llfOI'crty, titled ill the name Ill" the llcccdcII1, hul Il"yuhlc itl death III ilnHlhcr
or olhers, including hUll1ullimilclllt1 P.O,Il. U.S. Sa\'ings Hlllllls :'1IIt! tcntative Irust acctlUnts,Il1l1S1 he listell. despite
the filet tlml they OIre nnt IIf the administered estate.
Tnngihlc pcrsCllm1llCtllwrty shlluhl he listed first (c.g. jewelry, wCilring i.lIlPilrcl, Iwuschllld 1:\tHHJS, and
furnishings, hooks, pnintings, Ilutullwhiles, hoats, cle.)
Intangihlc 11crsClIml propcrty, such as hunds, treasury ccrtiricalcs, cash (III hand and in hank. slocks,
mortgagcs, nntcs, togcther with acerucd intcreslllr di\'idcnds, salaries tlr wtlges, insurance payahle to the estate IIr
fiduciary in said cilpucity, partncrshill intcrests, intcrl'st in any undistrihuled estate uf (lr incl!lm: from uny property
held in trust under the will (If lll:l.rccl11ent III' luwther, C\'Cll though IlIcatell uutside of Ihe State, nt the tiolt: uf death,
should he listed in this schedule.
Item
No.
rmM
Listllnd descrihe fully
UNIT
VALlIE
ESTIMATED
~lt.RKET
VALUE
DEPARTMENT
VALUATION
(Dn nnt write in
this space)
1.
Balance Farmers Trust Company checking
account #4-83508
2,146.69
2.
Balance Farmers Trust Company savings
account #2-006675
Accrued interest to September 13, 1980
5,099.34
9.54
3.
Farmers Trust Company Certificate of Deposit
#7077 issued June 21, 1972
Accrued interest from June 21, 1972, to
September 13, 1980
2,793.46
5,000.00
4.
Farmers Trust Company Certificate of Deposit
#7311 issued December 28, 1972
Accrued interest from December 28, 1972, to
September 13, 1980
2,589.70
5,000.00
5.
Farmers Trust Company Certificate of Deposit
#23077 issued July 7, 1980
Accrued interest from July 7, 1980, to
September 13, 1980
254. 38
15,000.00
6.
Balance First Federal Savings & Loan Asn.
Savings Account #7-5-500001
Accrued interest from Sept. 1, 1980, to
Sept. 13, 1980
.26
125.88
7.
Balance Carlisle Building & Loan Asn.
Certificate of Deposit #09-2944 issued Feb. 4,
1977
Accrued interest from July 1, 1980, to
Sept. 13, 1980
189.55
12,800.23
Insert this total opposite uPcrsnnal Property" t Schedule un" in
thc liAs Reported" column on the last page of this return.
x X
51,009.03
to 0-0 '/. 03
I ~Jt'
RCC - 3&
*~"
'.
"
,
COMMOSWI::,\J.TII OF I'I::SS~Y J.\'AS I ,\
TI\ASSFEI\ IXIIEI\lTASCE TAX
~clllm\Jl.\': "e"
TI\ \S~FJo:ns
I1ESIIJF.ST l1ECEIlEST
(1) Old decodent, within two )'ellr.ol'dellth, "'like IIn~ trllnsf'or of' IIny m"l.orllll IIIIrt or hi. o.tlll.O, wlthont
recolvlog 0 VIIIlIOhlo IInd ndoqulltc cOllsldorntlun thorof'or? (An.wer ye. or no) No
(2) Dill doco,lent, wHhln two YOllrs or 010111.11, trllnllrOr Ilrol,ert)' f'rom hl",.ol I' to hl",'oll' IInd IInol.hor or
other. (Incllllllng II .pou..) In Joint ownorshlp? (Answor ycs or no) No
(3) If the I\UMwer to (1) or (2) above 1s In the nt'f'lrmllt.tvc slate:
(a) Age of decedent nt time of trnnsfcr N I A
(h) StlltO or docod.llt'. hClllth III. U",e or mllkln!; tho trllnsl'or. (Note 1).
(e) CRuse or tlccectent' 5 dcnlh. (Xote 1).
(4) Old decedont, In hi. Ilfetl",., mllke IIn)' trnnsl'or or proporty wllhonl. rccolvlng 0 valuable or adequllto
coosldorlltlon therol'or whloh woS to tllke el'rect 10 posses. Ion or onjoyment at or nl'ter hi. death?
(A.nswer )'C5 or no)-119_
(0) II'IIS thoro nny Ilos.lhllllY thaI. tho prollorty transl'orred might roturn to I.ranSferer or his
estalO or be sllb,loct to his powor or ,Ilspositlon? (Answer ye. or no) N_A
(b) Whllt WII. the tran.l'oree's oge at tl",e or docedent' 5 doath? N I A
(5) Old decodont In his lIl'etlme ",oke any tran.l'er without rocolving a valuoblo onll odoquote conslderatloo
therol'or under which tran.l'oror o""resslY or l",pllcdlY re.erves I'or his lIl'c or any Ilcrlod which does
not 1n fnet end before his (lenth:
(a) Thc possession or enjo)'\1lcnt or or the right 1.0 inco",e from thl' property transl'orred?
(A.nswer )'C5 or no) No
(h) The right to ,Iesignote the persons who shall possess or enjoy the property transferre,1 or
income therefrom? (Answer yes or no) No
(0) II' the answer to (5) (b) ubove Is In ~hO al'firmatlve, state whether the right was reserved in decedent
alone or others N I A
(7) Did decedent In his IIl'etl",e make a transl'er, the censideratlon for which was transl'eree's prolo1se to
pay inco",e to or ror tho henel'it or cnre or tronsl'eror? (Answer yes or no) No
(8) Did decedent, nt any u",e, trnnsl'er property, the !>eneflcial enjeyment or which was subject te chOnge,
because of a reserved power to alter, amend, or revoke, er which conld revert to decedent \mder terms
of transfer or by operation of law? (Answer yes or no) No
(9) II' the answer to (8) nbovo is In the al'l'1.r",ntlve, was the power to u\ler, amend, or revoke the inter-
est or the beoonclory reserved In the decedent alone or the decodent and other.?
(Answer yes er no) No
NOTE 1: The answers to thOse questions should be SUllported by al'fidavll hy thO attending phy.ician oS
well (15 8. copy of the death certificate.
NOTE 2: 11' anSwer to any or thc nbove questions Is yes, set I'orth below a description or thO property
transl'erred, it's I'olr ",arket vnlne al dnte or death, dateS or trunsl'ors and to whom tronsl'erred, with
relatlonshlll or tronsl'erees to decedent, I I' uny. Sub",it copy or any trust deed or Instrument, 11' trans-
fers ore claimed te be non-tn.nble, also sub",it detalle.1 statement or I'octs on which said clai'" is based.
NOTE 3: List opplicoblo property beloW in ",onner In which provided in Schedules A, 0, or E.
DESCRIPTION
ILIRKET VALUE
(Estlmated)
DEPT. VALUATION
(Dept. Only)
ITElI
-0-
NONE
Insert thiS total opposltP. "Transfers", Schedule "e" 1n the
liAs Reported" coltUml on the lnst. pll~e of this return.
-0-
-0-
~IC
.RCC-37 (12-63)
CmIMIlNln:AI.TII OF l'E:>O:>OSYYLANJA
TR,o\.NSFEIl l:>om:IlITA:>on: TAX
RESlllENT IlECEIlE:>OT
~fk~
i........;
:i.~~:,. t\
.~.,~.I",t:J
..~~'rV~
SCHEDUl.E "D"
BE:'\EFICIAHlES
BENE~'ICIARIES AND ADDIIESSES IIELA TIONSIIIP SUIlVIVr:D. I
(If step.childrcn or \l,I'J'E INTEIlEST OF
StIlte full nllmes nnd IlddrcsSefi of nil who ilh:o~ilimate children D~:n:Il~:NT I OF BENEFICIAllY
U\'C un interest, vested. contin~ent or other :Ire in\'olved, set STATE YES IN ~:STATE
wise 1n estate) forth this f.cl.) 011 NO BIIlTII
Louise J. Heineman \/8 interesl in s~vin"s
515 Biddle Drive , accounts and cert ificates
Carlisle, PA 17013 niece ves )f depos it un d net res idue
I Jl
Douglas R. Heineman I 1/8 interest in savings
,
1931 Frv Avenue I ccounts and certificates
Carl isle, Pa. 17013 nephew I yes )f deposit
Dale L. Heineman 1/ 8 intere st in savings
1274 Fisher Drive accounts and certificates
Lake Meade, R. D. 1 br depos it
East Berlin, Pa. 17316 nephew yes
Jane L. Reidenbach 1/8 interest in savine's
1958 A Frv Loon ccounts and certificates
Carlisle. Pa. 17013 niece ves r depos it
Carl W. Heineman 1/8 interest in savine's
52 East Hil1h Street accounts and certificates
Carlisle, Pa. 17013 neohew ves br deoos it
Florence H. Davis 1/8 interest in savine's
Yorktowne Road accounts and certificates
pottsville Pa. 17901 niece ves f deposit
Thomas H. Davis 1/ 8 interest in sa vine's
208 Opal Avenue ccounts and certificates
Pennside Pa. 19606 nenhew yes )f d epo~ i~
Joseph A. Davis, Jr. 1/8 interest in savings
153 Willow Avenue accounts and certificates
Garwood, N.J. 07027 nephew ves br d~pos it
Ueponcnt {\Irthcr says tlw.t nIl the above-named bcncficilLrics fire living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
..
.. .
- "l~
"","
-=: s:::
"a Q.I e
Os c; .:
.,,0.8
< E.
.:. o.
ou-g
- --
" ~ ..
~ "..
K e go
~_o:
SUMMAIlY
.(Sch. "A")
. (Sch. "n")
...(Sch. "C")
(Sch. "E")
........"...........,......' ,...
Real Property ....................
Personal Property .........
Transfers ..........
~.()iIl,t1y...Q\Yl:\(;!c1.l"r()p~rty.... .
Cross Taxable Estate
l- .."
Z "
:a t.:i ..~
... <1> ...l
::; ."
"," .y ...... ~
o~ t.:i ." '" ell
Cl .~
<0 '" s:: -
- ~
I -< " Cl:
0 "" ~ CIS '0. '2 ...
co ... 0 ~. U S;:. " ...
I ... CIS ..:: ~
.... "' 00( !:! t.:i ..... ....... ;..
"" ~ ~ o. l... ~
t.:i l- I- < J::' <1>. S Q
~ :t: ... ..: '8. ;;; z
0 0 ~ :I:. blI. 00(
z. I- ::;, ...
~ t.:i ~ 0 ::; ~ t:
~ l... U 0
0 0
c ~ III - 0
0 ...
:c t.:i ... 0- '"
" !: ~ ~ Cl:
b [:il, 0
~ ..: ~ .c. i
'2 ;;; 0
;:] ~ ~
:;. ~ j U U
......:
(1)
(As 1lI'lwr!I,.I)
-0-
51.009.03
-0-
$
$
$
$. ..5.86. 19
$ ..
$..51,595.22
,
(2)
(As Dl'll'rmilll'd)
$
$
$
$
$.
$
RCC-JIl
'C(JM\lO~IIE'\I.T1I of I'E~1'SYL \''\1'01'\
T1~'\NSI'EIl 1~IIEIlIT'\N(,E T,\X
SCIIElllll.E .. E"
.IllISTI. Y ()\V~EIl I'IWI'EI(TY
I~ESI\lENT IlECEllENT
INSTlU'('TIO;'llS: TII I S SI'IIl'IIIlI.' must cllsclose hit prup.'I'l,)', r'~lIt :lwt JH'I'SUIlOlI, oll'lwd b:.' thl' ,1"CI~"l'lIt .Iolully
I'll III 11111I1 hi'!' llr tllhl~r"', Illl~l\l1Jlnp; IlIlUIIJ!;lhlt~S, slhtllllll~~ 111 t.Il1' IIl1rl" 01' thl~ lkcpll.'nl. 111111 others. Llst.
rl',,1 ,'sIIlII' ('il'sl,. liS ellt.lI"l'til~S, or ,101nt !.('unn1-S, ~I\'lllh 1'1'11'1' 1\,'se:-,ll'l.ioll. liS It11llcllt.t'11 1I1l1l1!r Hdleflull'
",\", pllls Ihl' dnll' 111111 plllCI~ III' reenrll ul' Inst.rutllf'lll. 1~IT.H:llttl~ \,I'S I. I 1111'1.', tllll. ,10 rwl. IIH~llltll~ elltlrf!I.I('s
ur lIul ul' slatl' r"'1I1 l~stllll.' \'Illw! In t~sllll.t.' \'1I11111t.lol1 e"llimli. !I.'r'son/II prllJ1('rt~. shou).) bt! llst.(~ll liS In
Sclll't1ult! "Il", pills clatl! tit' 1ll'lllllsll.lolI, 111111 tilt! lIH1ll". dtl.lrf'ss IIwl rl'lat.lun..lllp (II' llllj') of I~O-OWJlers La
tin,' lll't't!t\t'nt.
nt'!H'rlpLlnn of' Ilrup...rt.,y, UItI.I' 0(' ,\C{lulslllnn, Slime' 1:1111. I pl!rCI'lll.lIJ.!:l~ Estutl~
,\t)lIr~!i!i IlIIII Hf'llltlnl1shll1 nt' Cn-Ovmer!i, utlll PltH'f' Vltltw Shurl' VlIlulltton
01' 1l1'I~Clrll nl' lnst.rtUlllml. wherC' Helll E!it.nlc.
;~ ~~ X:/'~o/h, ?&g'%Zi.'//:'''~:(' :{Y.%~^^;/:7,(X/;':;:0'/':. :;~~.//>/,- &;/./.;~ :@.:Y.:S~ /~hX/%~
ilXX Vb .Yj} ',::<<,/, Yo ';:Y"xS 7;2);{/";'- ,///1 X" // .y'.(;>;'Y y. /.,;. <s",>
,~ 0."'" %>>i:~~:>>.:{>>0.(/;.:.x;0/)<)$3::./.> !<;<?; -:>>'/.;(:~}> '/ ;&:<V',;'-:'>
ll"l'AlIT!.IliST V,u.U.\TIOS
CAUTION-Do not Wrl t.c
1 n This r IlCH.
"nlu!! of
J.o."tltl ri!
propert.y
,nlue 0('
Decedent's
Int.erest.
Balance Carlisle Building and Loan Asn.
Savings Account 1#6994 opened July 3,
1974, in the names of E. May Hamer or
Louise J. Heineman $1,159.19
50"/0
579.60
Accrued interest to September 13,
1980 13. 17
6.59
TOTAL
586. 19
-
Insert this lutul OPlloslte ",'uJntly OWl\c11 Property", Scllellulc "E"
In the "As He)lort,cd" colUl:1l1 011 thl~ lust IHl;2;I' 0(' this return.
$'" fl.. I '1
~
.
REY-CI4 EX+ CHOl
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
III Original
o Supplemental
o Remainder
File Number
21-80-0603
Estate Name
F.~ HAm~,.
Date of Death
September 13 1980
Social Security Number
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritanca Tax Appralsar In and for tha County of Cum~er1r.d
Pennsylvania, da raspactfully raport that I bave appraisad ,ha raal and personal proparty as raporta In t e foragolng
return at the values set forth opposite each item in the last column to the right in Schedules flAil, "B", "C", and uE"
Datad:
January 14. 1981
P/~4/fl r#/N!fl"'/)
INHERITANCE TAX APPRAISER
INVENTORY
VALUE AS APPRAISEO
ADJUSTMENTS
CODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE
Real Property (Schadula A)
P.rsonol Property (Schedule B)
Jolnt.Hold Proporly (Schedule E)
Transfers (Schedule C)
$
00+
10+
92+
21H
None
30+
TOT AL GROSS ASSETS
5L.5.9.5- 22
Less Debts and DeductIons
(SCHEOULE F)
CLEAR VALUE OF ESTATE
o Life Estata
o Annuity
40-
93-
VALUE
COOE
FACTOR
PRINCIPLE
RATE
FOR USE OF REGISTER ONLY
Tax on $
CODE
COMPUTATION OF TAX
$
$
$
$
6%
Tax on S
15'"
Tax on $
Tax on 5
Tox on $
$
Exemptions
Total Estato
TOTAL TAX
INTEREST FROM
BALANCE
$
$
$
TO
Less Credits
DATE OF PAYMENT
AMOUNT PAID
TAX CREDIT
S
$
INTEREST FROM
BALANCE DUE
REV.5IB FO 170801
.
~.'~'~
1...'..
COMMONWEAL.TH OF PENNSVL.VANIA
DEPARTMENT OF REVfiNUE
BUREAU OF FIELD OPERATIONS
NOTICE OF FILING OF APPRAISEMENT
Benjamin R. Heineman
515 Biddle Drive
Carlisle, PA 17013
RE: Estate of
County of
File No.
E. May Hamer
Cumberland
21-80-060;
Dear Mr. Heineman:
You are hereby notified that the orip:inal
appraisement in the estate of E. Mav Hamer
has been filed in the office of the Register of Wills of Cumberland
County on JanUAry 14 , 19 ~. Said appraisement reflects the following valuations:
Real Estate
Personal Property
Jointly Owned
Transfers
Total
None
51,00Cl.03
5AA.19
None
151.595.22
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 thot remains unpaid after nine (9) manths (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 Estate Tax Act of
1961,72 P.S. 2485-1001, P.L. 373.
Date
January 14. 1981
Signed
.l/{A/O'd/'tf'/I'J1lJtJ)
Title
Chief A-opraiser
NOTE: This is not a bill.
~ r::: r::: *
~ <( <( .-<
Z l.:i l.:i
0 >- >- ~
l.:i ~
tIl
;;J I>
,.J .-< .-<
~ III J..
<( .,< I>
- .... ~
u z Ii! .-< '"
- 0 . ....
'"' r4 u u
'"' -
0 ~ 0
~ '"'
'"'
Ii; 0 '" 0 z 0
l.:i '" >- E-< 0
- l.:i Z
z E E-< l.:i Z
:l 0 - 0 r::: z ~ l.:i l.:i
Z ;:; Z 0 ;:l u t.'l Z
- ~ '" ~ 8 0 <(
~ l.:i 0 l>.. :l
REV.45S 11.80)
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
'*'
- - -- - -.
Estate of E. MAY HAMER Date of Death September 13,
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOllOWING:
,
I
j
I
I CI';mM", Add,~
J
j
I
i
i
1
!
"j
I
I
i
1
1980
File No.
21-80-603
Claimant
Relationship to Decedent
ITEM
NO.
DATE
NAME OF PAYEE
REMARKS
Letters Testamentary and
2 short cert ificates .
ch funeral luncheon
Account
Account
Account
Account
Account
Filing Report of Assets
Account
Lettering monument
Funeral services _
i i
Filing debts and deductions
Attorney's fee
Club, account
2 less
AMOUNT
Re ister of Wills
Bus Bees Assoc. of Zion Chu
R. A. Houck
Carlisle Hospital
Geor e's Flowers
Master Char e
Carlisle Hos ital
Register of Wills
Carlisle Hos ital
Maurice Heater Monument Co.
Ewing Bros. Funeral Home
Register of Wills
Robert M. Frey
Carlisle Community Ambulanc
35.00
117.90
45.00
4.40
128.59
6.31
5.30
3.00
9.24
38.00
~,876.32
3.00
2,579.76
35.00
TOTAL THIS PAGE 5,886.82
I hereby certify that to the best of my knowledge and belief),he foregoing is a' t and true statement of debts. funeral
expenses and expenses of administration submitted to the estate as deductio s 0 nheritance Tax purposes.
- ,~' 1 .'''' c,J 'i If I
Y/FIOUCIARY 'OATE
OFFICIAl! USE ONLY
DEBTS AND DEDUCTiONS ARE ALLOWED IN THE SUM OF S
(-,
'J 1.( ')c.'
:? ., -1 -, .
I -'"r)
.) "
AT
PERCENT,
~1j:n.~'wILu)
7-f-?/
OATE
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 expp.nses including the cost of a huriallot, 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 52,000 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.
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
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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. En ter the names 0 f 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.
,--- - - - - - - -- -- -- -.-. --'--- -- - --- - ..- ---- ~- - ---- - - - ---
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I:~ COMMONWEALTH OF PENNSYLVANIA
f 4 No.K 29633 DEPARTMENT OF REVENUE
I l OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
I ·
I ~
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~l RECEIVED
J.l FROM
( . ADDRESS
----....--..
....--"
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-."
TAX AT 600
Robert M. Frey, Esq.
Farmer. '1'i:'ust Compan
TAX AT 15%
TAXAT_~o
5 south Hanover street
ESTATE TAX
Carlisle, PA 17013
'--EsTATEiNF(jRMATicjN-:--s;p-;'-~~--13-, -i9BO----
DA TE OF DEATH
TOTALTAX CREDIT $6.856.26
FILE NUMBER .
21-80-603
COUNTY
B. MIIy Halller
C ulllber land
m
o
LESS DISCOUNT
PLUS__ % INTEREST
IfROM6-13-Bl TQ7-7-lU 28.57
OATE OF PAYMENT
July 7, 1981
NAME OF DECEDENT
------- ------------- ------ ----
TOTAL AMOUNT PAID $6,884.83
· POSTMARK DATE
i REMARKS'
~
"PAID IN PULL"
SEAL
RECEIVED BY
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jSIGNATURE
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REGISTER Of WIl.LS