Loading...
HomeMy WebLinkAbout80-00612 f-Jl...If-IO fOrm;" REV'" RHIS FOAM REQUIRED IN AU. ESTATES WITH GROSS ASSEm UNDER 110,000. UNOf:R SECTlOH 701 Of ACT OF JUNE 16. 1961, EFFECTIVE JANUARY 1. 1962. (FILE IN DUPLICATE WITH COPY OFWlLLAnACHEDI .. OFFICE OF'THE REGISTER OF WILLS County 01 CUMBERLAND 01 1186 Letchworth Ibad, Camp Hill, Pa. 17011 IAddr..') HELEN P. DOLSON (Nlme) she Transferee according 10 law, deposes and says thai XACis the I EI) (Ellec ,Adm, Leg. ... C Blue Ridge Haven West, Camp Hill, whose la~t residence was (tlo 1 (S1re.!) d h d' d Feb. 24, 1980 decoased. and thai tho wholo of the estale of said doce ent. w 0 Ie (Date) Pa. being duly sworn 01 the eslate 01 FLORENCE E. DOLSON East Fennsboro Township (City. Borough or TownlhlPI consisted 01: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA WITH STATEMENT OF MORTGAGE CNCUMBRANCE5 UPON EACH PARCH AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES. alVE NAMES. ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value . Personal Property Balan::e in Florence E. Dolson Burial J1ccount Parthemore Funeral Home (D3.uphin Deposit Bank & Trust Co. J1ccount No. 15-11741-3) after paym:mt of cost of funeral ~;,;tr'(C116 Parthemore Funeral Hone Funeral Ex];enses - Balance paid bv parthemore Funeral Home to Helen P. Dolson c?1-1-fio- (.,{:J- //- J27- I NOTE: You may expedite the processing of this return by filing with it, and as a part of the return, letters from financial Institutions or mortgage holders, certifying to amounts on deposit or owed by the decedent as of the date of death. Such letters must be eigned by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest In the decedent's account at the date of death and the type of account, account number and the exact name or names In which the accnunt Is re stered. JoInUy Held Property Estimated. Value -.-------------------- Transfers within TWO YEARS Prior to Death On July 18, 1979, decedent transferred to Helen P. Dolson the ent~re balance ot Jo~nt account NO. L~-Uj~~7'~*at Dauphin Deposit Bank & Trust Co. in the names of the decedent and Helen P. Dolson in tne amount o~ ~L4,uuO.0~ plus interest of $73.49. Helen P. Dolson utilized the account to pay for l~v~ng, med~caL and otner expens~~ Florence E. Dolson until her death, spending $9,172.00 of the account. (*Jo~nt account was more than 2 years 0 Thus: Transfer $14,073.49 Accrued Interest 142.54 Total 14,216.03 Less Expenditures - 9-;-i7i:OO------- / Ralance ___._n.~.!.Q'~ 4.03 one-half ~~~.. 01 V That at the lime of death there was 00 safe deposit box registered in decedent's individual name, or jointly with, or liS ageot or dcput~ another, or in decedent's individual name, with right of access by another as agent or deputy. with lhe exception of the following:- NAME AND ADDIlESS OF BANK Olt OTIIEIlINSfITUTION IN WIIICII DECEDENT IlENTW A SAFE DEI'OSIT BOX None TItIS SAFE DEI'OSIT BOX IlENTEll IN NAME 011 NAMES OF IlELATIONSIIII' OF JOINT HOLDEIlS TO DECEDENT BENEFICIARIES Helen P. Dolson 1186 Letchworth Road Cam Hill, Pa. 17011 Yes Entire AGE OF LIFE TENANTS 011 ANNUITANTS AT DEATH OF DECEDENT SUIlI'IVED DECEDENT STATE YES Oil NO INTEREST Qt' BENEFICIARY IN ESTATE BENE.'ICIARtES AND ADDRESSES (Slate full names or all and their addrrs..'iCs who have an in. terest. vested. contingent or olhrrwist.. in r-.stalt':,) RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED . NOTE: LlAt nnt five ilrmtlln tht spaCC'1I11O provided, ob~rve notations threeon, and inmructiona. DEBT OR CLAIM NATURE OF SAME AMOUNT Funeral expenses paid s Family exemption (will not be allowed unleu de('edent died residing with a spouse or children.) / , Administration ExpenseJ . Counsel ferll . '" --", , commillion . Fiduciary / / / / "- '- , , OTHER DEBTS AND CLAIMS' '-, (") See Note below '-, '- "'- // // " -, " " " Total Nole: The estate agrees to advise the Register 01 Wills if the amount actually paid in selUemeot 01 any lee, commission or debt is greater or ! less than the estimated amount claimed and allowed. Subscribed and sworn to belore me this ,.'"" /~/t/' .?~ ..~....~....................,....... Helen p~ee 1186 Ietchworth ]bad . .. . ... ... .. . . (si~;;r' N~;';h~;)""" .. .. . ....',. ..."..,. ,..2.~:~", day DC ,~,'\!U--""",tJ-\.<\-, " 19. ~.O ,.,., '~6i'AaYPliil~:'''Cs''''''''''''''''''' My CommtROIl E.pIres DUO. 2\, 1981 1~BlQl1l" P... C......h..rl......~~ ." ,c::~..Hi~Ll!, ,~a:.,17.0~1, ,. ,.,.",." ,.. .., (Citv UT Town and State) Having been duly sworn according to law, \ do hereby certiCy that the above appraisement is made io coolormily with law 00 this I .", ... . . . . .. . . . ..... . ... . .. . . . . . . day of . . . . . . . , . . . . . .' . . .. . . . . . . , . . . . .. . . . . . .. ... . " 19. . . . . ............................ ...........,..... Appraiser In l!'e eventth.t any lutur.e inlerest in this estate is transferred in possession or enjoyment to collllter.1 heirs 01 the decedent alter the ~xpi~tion 01 any estate lor hIe or lor years, the Commonwealth hereby expressiy reserves the right to appraise and assess transler IDhentance taxes at the I.wlul collateral rate on any such luture interest. REPORT OF TilE REGlSTEI\ OF WILI.S I, the undersigned duly elected Register of Wills in and for, , , . , . . . . , . , . County, Pennsylvania, do respecUully reportlhatl have I allowed debts and dedlrtiona in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the laat column to the right in said schedule above, which greater or lesser amount represents the sum allowed as a deduction. I D'led:..,..,..... .............."....,.,."",.,... ......,.,.. ,.,.,., 'Rri:id;;~iwiU; ....', ,.. ...... ... ... 0- E-< 'M' C .c: 0 Z ] UJ. UJ .. III C' C M ~ :"ll ,,' ,.J .c ... III ~~ o. < 0 0 VI E-i: VI .., r- .. .. .-i < 0: '0: .. < ... ~ r.. 14' C' '" ~ '" ll< ~ O' "'. .. ~ 14 'M ll< 0 .0: .-i: :> ~ QJ C w < " lil tJ} UJ. 14' >. < " '" ~ = Ul .. E-< c} c' QJ' " Q 0 :> ! lil .. < C: ~: " .-i .-i .; == 0 QJ. <II Z r.. :>, 0 E-< ~ Z E-o VI P<: ::>. < Ul - ~ , u: .... ~Lt1 C to. Iii +J. 0 E-o UJNC .. 0 UJ' .s:: ~ 14.-iQJ 0 r.1 - .~ "': -; 0 QJ P< I f ~ U. riI. <II ~ >.x lil :z:- .... ~ lil :E:O ~ ";\ ~ ~ 0 .. ~ IIlQJ .. .~ .... 0 C .. t> ! ='6 0 0 ~ UJ .:>, :"ll f;1 2l .. 1400 ~ '"'0 :s ~< ~ 8 8 QJ IS - >. . QJ :E:P<,.. '. ;-:O;':__._..:J.'".... REY-4U EX+ (HO) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) ILl Originol o Supplementol o Remainder File Number 21-80-0612 Estate Nome ~'lorcncLE.,-Dolson Date of Deoth February 24, 1980 Sociol Security Number REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly oppolnted Inherltonce Tox Appraiser in ond lor the County of CUmberland Pennsylvonla, do respectfully report thot I hove opprolsed the real ond personol property os reported In the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A", flB", "e", and lie" Dated: December 31. 1980 Rl'h,,,/', )Y?/~'1f'1.j) INHERITANCE TAX APPRAISER INVENTORY VALUE AS APPRAISEO AOJUSTMENTS (HARRISBURG USE ONLY) REMAINOER APPRAISEMENT CODE CODE Real Property (Schedule A) Perianal Property (Schedule B) Joint-Held Property (Schedule E) Transfers (Schedule C) II ne 00+ S TOTAL GROSS ASSETS tOt 20+ 30+ Less D.bts and Deductions (SCHEOULE F) CLEAR VALUE OF EST A TE o Lile Estate o Annuity 40- PRINCIPLE VALUE RATE FACTOR FOR USE OF REGISTER ONLY Tax on $ COOE COMPUTATION OF TAX S S S S 6% TalC on S 15% Tax on $ Tax on $ Tax on S s Exemptions Total Estato TOTAL HX INTEREST FROM BALANCE s s s TO Leu Crodits OATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST S + S S = + = BALANCE $ TO S S TAX CREDIT s 92+ 93- CODE REV.SI8 FO (7.801 ~~'lf If!{:e~ 'l~""'" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS NOTICE OF FILING OF APPRAISEMENT Helen P. Dolson 1186 Letchworth Road Camp Hill, PA 17011 RE: Estate 01 County 01 File No. FlnrAn~p. B. Dn1Qnn Cumberland 21-80-0612 Dear Mrs. Dolson: You ore hereby notified that the oril1:inal appraisement in the estate 01 Florence E. Dolson has been Iiled in the office 01 the Register 01 Wills 01 Cumberland County on December ,1 ,19 JlQ. Said appraisement rellects the lollowing valuations: Real Estate Persanol Property Jointly Owned Traoslers Total None 114.98 NI"'lTlA ;>.<;;>;>.01 $2,636.99 As to such tox thot is paid within three months Irom dote 01 death, 0 live (5%) perceot discount is allowoble, As to any tax that remoins uopaid alter nine (9) months (lilteen months when death occurred Irom December 22, 1965 to June 16, 1971, inclusive; ond twelve months wheo death occurred prior to December 22, 1965) Iram date 01 death, interest at the rote 01 six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice may abject thereto within sixty days alter receipt 01 said notice as provided by Section 1001 of the Inheritaoce and Estate Tax Act 01 1961,72 P,S. 2485-1001, P.L. 373. Date December 31, 1980 AcJ!/~"-4'/I/YPlt1JIIJHd' ) Signed Title Chief P,plll'aiser NOTE: This is not a bill. . "'~'.~_M ~-;'T-'~";;.;o-~.. REV-457 <<1,80) COMMONWEALTH OF PENNSYLVANIA . DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT *' TOTAL REPORTED PROPERTY 2,636.99 Estate of Florence E. Dolson File No, 21-80-0612 County Cumberland Date of Death February 24, 1980 In the eVtlnt that Iny futurelnterelt in thi.estatels trenstened In possession or enjoyment to collnteral heir. of tho decedent efter the expiration of any estate for IIf. or for year., the Commonwealth hereby expressly reser~es the right to appraise and Bisesi transfer Inheritance taxes lit thalawful colllteral rete on any such future IntlrBlt. PROPERTY REPORTED BY THE ESTATE DEPARTMENT'S APPRAISED VALUE 1, TOTAL REAL PROPERTY - SCHEDULE "A" , , 2, TOTAL PERSONAL PROPERTY - SCHEDULE "S" 3, TOTAL TRANSFERS - SCHEDULE "C" . . . . 4. TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E" PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH TOTAL UNREPORTED PROPERTY None TOTAL GROSS ASSETS 2,636.99 LIFE ESTATE OR ANNUITY CALCULATION I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this day with the Register of Wills, "'1 ,. '/i"" j) .AYJIJ8(f} / ,,,Pd,/r APPRAISER 12/31/80 DATE -------- :a l!J ~~ ~ '!l ::i ~ ~ z ~ <: 0 z ~ ~ ~ E< 0 >- >- g 0 ~ r.. 0 '" . ~ ;:l ~ 'Cl ...l ~ 2 a <: <> & ~ - z r.. M M U Z gj III M N - 0 .., .0 M ~ ~ .. 8 ~ - III 0 ~ ~ ~ ~ ci ~ ... 0 '" 0 z d '" '" >- f-< d - ~ z ... ~ ... ~ z Z ...l d - d ES ~ ~ ~ ~ ...l Z ~ Z Q U " ~ ~ ~ '" ~ 0 0 ~ z - ~ u Cl -l REV-4D5 (1-78) ..:.2/-rr.! - C;(:J-- STATEMENT OF DEBTS AND DEDUCTIONS DEOUCTIONS ALLOWED III THE SUM OF OFF ICE OF TilE REGISTER OF WILLS OF CUHBERLAND COUNTV AND AGENT OF THE COMMONWEALTH ,,-=J. J-'e,_d ~ ESTA TE OF FLORENCE E. DOLSON East pennsboro Township LATE OF DATE OF FILING APPRAISEMENT /J-3/-,1''O February 24, 1980 DATE OF DEATH DATE NO. OF VOUCHER REMARKS AMOUNT NAME OF PA YEE 1 Register of wills ~~~~~g~R~n~~r;nn 6 00 1 50 50 00 2 3 Notar Fees Myers, Myers Flower & Joh son Attorney Fee TOTAL 57 50 COMMOHWEAL lH OP PEHNSYLVANIA COUNTY OF CUMBERLAND I, HE~EN P " DOLSON HEREBY CERTIFY, TliAT TO THE BEST OF MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AHD TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF FT.mmNC'F. Po nOT.SON DECEASED, AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES, v' ~?~.a.-rJ lIelen P. Dol son, Tran s teree (L,S,) DAY OF SS, SWORN AND SUBSCRIBED BEFORE ME THIS .2.:3-S:L t ~^ 19<(\:l ) . '- ~;;; PUB~~6 My '..;a:l11llI,doO Esplre. Dee, 21, 1981 ".I&1Oyne. PD. Cwnbellood eow>l1 "._-:.-"--~--- ----- II' '~ ~''''~..""' '. ,,,.. ,.. .' "', " o,~",'" " .v I,'l--::f':! ':',"',':' " ~COM~6~WEALTHOj: PENNSYLVANIA ~1'it.~~~!'~I'I""'ENT OF REVENUE ,8UREAUOF EXAMINATION '~lf~~,~~~:~.;~:<:~:, '.:. " -----_._--~----- OFFICIAL NonCE OF INHERITANCE TAX ASSESSMENT *' .....,..,'~"d!i~ , ".'" ''''.'''.''''',,'ii " ','.,;.:9_\'J3~ . ,""~',,~ "t;';':';:i~~ ". . "Int '. " .,',';.' .,-y:~~ DATE ( ; ESTATE FILE NO, ..tJ I-Ed ,ftJ)~ "'.:'. ' . + //L/', "IF +~5,2;) ,I) I ..j(; :jt.. 'ir '7'1,!J~ .1/J'19, ./9 ,.,,' " .,~ /j"JCj. ~ 9 ~ /)19. '-19" / ,a. due . /.,d1~: .,,' 8 tax dUB ::~. t,\", . TOTAL PENNSYLVANIA INHERITANCE TAX DUE ./5' .{/;'i'6 ,,,, ..~I l . ,,,' ,(.'::;:-!"'. .***** A five percent discount Inharltance Tex Is paid by totellng . ',will. .be 'granted if the AMOUNT PAID DISCOUNT INTEREST TAX CREDIT . J?1J,5~ + 8 8 = . /57J ,6-1" " + = '-' ,- + = 'accrues etth. rate of six (6) parcent par annum from If paid bV Is Aslened by: See Infotmlllon on Reverl. Side Age" REGISTER OF WILLS i .. ; I .~.r,~;:~~~~~':':e>:::"',, . ' : ,y !;'i't~!),~~O~WEALTH OF PENNSYLVANIA ... I~'N OEPARTMENT OF REVENUE 'z':{SUR'EAlfoF EXAMINATION ~. , .... OFFICIAL NonCE OF . INHERITANCE TAX ASSESSMENT ::,~\<:,~:>;:: J ::>. ,:',': i~;collNTv FILENO: . Pl.1 - V () - {" I d l',:',r:'.;~,.;.."" ~ ~ - '."',.',....'.,, . " n --.'.....'.....'.'_'t::. {jtP;,~~, ..... .~.~ Er/Cb;;c,' ~/ (? ~~ 'I 7 ~ ~ r ~';'(;-f;rr;;,_l- ,:':',-,.,"'. ". :'. .., ..' - . / '\"""""'" "'",'. ' . , ')-~:":,,'.: :' ",:",,':' "" ' , .' . ),:,v;-:.';':: ;U'Appralled ValUB 01 eltBtB: ;~(:;:'::";::o:::B:~PBnY Yi;;j;: :" .'Jolntly Held PiopBnylTrBnslB.. -~i:'2~1\;~~; . ~~f~i;,t~;~~~ Elt~tB ~~.:A~:f.,<:~;:i;':'~:"; ::'~:':" ':. \::rTotll Approved DBductlonl ~i,~k>~~:~~.'\::~'.'::.,.::;::""', . 'I;,}'CII.. Value cil Estatl ;K~j~;~:>,~;'?:"_;->"',":'\:':,,:' ','. ti!,;i;'::2;L~~I:ApprOVBd ChllltlblB Exemptions ~;~h~::K',::'::~',:;'::.":'\:':;::.~:_:.,_ , ..1:_ _," t'i'IClee, Valili'ol EstetB Subject t~Tax Ic"'sf~"~~_ ~;'.\.{.:r':""'Am'ount.Texable @15%Rate 11;\. .. .' :"'/..~.~::'.;,;;' ~~~f;/ ~1"1'"":'1 ~t{~;~~,j<,. ')'. ,;jt.,... .~,/;;;7t.~,.:-.'.- .:.:,'....-',. gj.\'....l..\.... "''"_ , . .~~:f:i:~~~:~~d~~~~i~-; .: .~.;tl?::~."".'.,' . ~~liI~~~~OF .PAYMENT t,),.,.".L 1..:lY'1 ~~4fi;;N'; :.-- . . ~I~11;':.' W4ff:;i\~"{'c, "ltl'J';:liiterelt ,accrues at the rate 01 II. (6) porcent per annum ~\t";f~~.~~~~PI;:y~:~~~C~nt::.s:nh:~:e~~e p~~' :~om is ~"t':., BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE ~u": :i!{:\' ~:l.~&&/,di;, ......: ." 1.~.~'j/~..J~.. .". .. .j.,,; :~:.",_.~.~. .r,.:,,;... ;) I-po. /'l' I.. /~ COUN~ ~I~O~\ DATE OF DEA TH...::L:.Jl" . ~~ FILE NO. . + + s s s s tex due t. ]'! '.:",h ~ tex due TOTAL PENNSYLVANIA INHERITANCE TAX DUe ,t ~. ,It.~;;" * * * * . * A five percent discount totellng will, be ,grented II the InhBritence Ta. Is paid by . AMOUNT PAID. DISCOUNT' tNTEREST TAX CREDIT $L/-,~a., + $ Jj-,d., -> $ ,1')3 . = + = + = REGISTER OF WILLS ~", ',', .-Dale of Poymenl.eDt--1i1 24. 1980 % Tax on S Eslole Tox, Act 01 May 7, 1927 ''{''\ .;,.J,' "'I' ~"" .~;\ ie!i "!:Sp :',/'11 ;.~.~,' ; ':,\~~ 'it: :}:~~. ,:~" .t-' 0;'" ,'.:'.\ ?\}: ~t '~} ?\li ':il: :';~~.9 <I' ~:fi ro"" .....pm: RUJmUD I'Ift'Y .. 54/10o---.-..-..--~allars representing Pennsylvania Inheritance or Estate Tax duo from Ihe fallowing estate: , 'dress , G/o ..0. ~ JIDJI, ..... 115 "II. 2... Tax an S r. --"YM. la. 17041 6'kTaxon S ,file"No. "_aft-..,~ Date of Oealh 2.2..10RO 15% Tox an S , Name olOecedent ...... 10 DOLSO. ,County Remarks; , -) , ) , ~r CuaMdan4 TOTAL TAX CREDIT Less flye percentum of tal( if pold wllhln three months after date of deoth Plus Inlerest at the rote of _%Irom 10 s '(',:,'t, j"'", l~'t; I"", ~.'j';.: Pi,,;;, :;,,:.: :.~ " ~,'" Ii?,;,:;,'!,:,', r;:";'~ %p} I""' f::i :;"".'. :,\'C: -int:..j' l"','" \'-,... -'AID O. ~- s IYOO ~ [P[L~@& IYrn SEAL TOTAL AMOUNT PAID s ;:~I. 150.54';:\} i~~ ?~~: 'i~ 3.;~ &'~; ;:'!J, i':.i-'ii Hl~~ . ~ore: Thlt Triplicate RKelpt 10 be ret.lned for .udit pUrpoHI. 01~-..i " Ign. re ',' (Tille) Received by . . ~OTE:, In Clcupllng th. tronsle, lnh.rllonte to. on lulurI ellales, prlor 10 the d.olh of th. Iif. t.nanl or '.nant far y'Ofl, 01 I'Ild.nc<<f by thll "celpt, It II underllood thot th. Commonweolth ,hall onol,b. precluded or pr.....nt.d from h.r.olt.r au.nlng addlllonallnh.rltance 1ax 01 th. d.ath of the iiI. :I.nanl or t.nanl for y.ar' wh.n.....r II app.ars Ihat luch addUlanal tax may b. l.gally due and collectlbl, for any r'alon whatso.....,. -.----------------,-----.-- ',.~... .... fyo~ '.~ ~:'" ,,.f/r' .; ~''';~ '"'" <r.J,',~' )-~~. " ..)~~"J"'" .,. . 'I..' ... .. .~,1"~ "'it. ~ ,r ...~ r" ~ ,;: 'to ,,' , +'~~:~<<J'" '-$ '.' .i/;h:..~ iH-f:.ti.o)A ~ <,;~." '1'''. I-l:" .I r.},'