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Home My WebLink About80-00618 1SX:'.:o" I,. ~}{ let ',':.'.1~' '~,r. . .:;~~~~~.. ' ".1.".:- - '~ ~ <'~:~, '1~1 ':',;:J~ .,';~1 ","1{; .~A.~ ':"'11< ,.::..,/:J: ;::sgt -':'~3S ,~.)~~ ";\~~ '. "'hi .'...J,'fj ':3~ ':.:~~;* ,. ,#j .'}3% ..",~ .~ ".:'~;;'!&' \*~ , j',-'/ft; :',.~ ,...:,?7$ . . --.' .;:':"'.~t..._ J :.~";.1\...;: .::,i-! ..l~ :J;"ir ~', ":', ..,. '-.-... '" 0-';'.", " ..-......... -'!;:IF-o'', L.,;.'~ ~E>;T ' i "1";.;,'"" ~5:r: t;~, .'., ',..,.., . ~ '~'.. ....\ :"~ .,", ..!, . ~ ~ ~ ~ ~ ~ ~ CI) ~ ~ ~ z ~ H ~ l2: fj . ~ rsl CI) ~ i ~ H co ~ 'l"'4 u ...~ .Q co . I - N \??0o o . o Z ~ - i1I -= LIJ ~ \0 . hiS 21-80 No. PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of JEAN E. NICKEY , deceased, To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania, Petltloner(~ is ~ the execut rix named in the Last Will and Testament of JEAN E. NICKEY dated July 5, 1979 Decedent was a citizen of the Unlled States and a resident of Carlisle Township (Borough), Cumberland County, Commonwealth of Pennsylvania. Decedenldled on Monday the 1st day of September A,D.19~, In the County of Cumberland ,State of PA at the ageo'-.~.~years, Decedent ~KS:(has not) been married and MSl(has not) had children born to fI~(her) since the ex. ecutlon of the above described Will. Decedent was possessed of personal property to the value of unestimated unestimated and of real estate to the value of as near as can be ascertained; said real estate situated as follows 207 North Hanover Street, Carlisle, PA 17013 Therefore, your petitloner(S) respectfully apply(les) for the probate of the said Last Will and Testa- ment and for Letters Testamentary theron. - Dated September 24 1980 \:? ~ 0 - '^ ." -In I ( I n Name and address c," "-Uo. Y~l c.\'-', YV\l"'\R<,\l\J.(lXl-\.. of Petitioner(s) RACHEL IHCKty IVloj{~m't1I\Lt.li 3710 Gibbons Avenue Baltimore, MD 21206 COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLANO j ss RACHEL NICKEY MORGENTHALER named in above application, being duly sworn statements set forth in this petition are true to the best of Sworn and subscribed before me, September 24 19 80 ~ (2. /;t1h~'~) --L.!.(--.P---~;;;;r . according to law say(s) that the her knowledge and belief. . ~."<tu (\l,~QL<\'y\\~\~ ~J t,,~ Q ~l', RACHEL NICK MORGENTHALER &0/0 Filed: September 26. 19BO Attorne\6 IRWIN, IRilIN & IRWIN r3)iZD 1/-/.2,5"-.3 I 1 I i I i i I I , ! Co .~.'--~\ J 5". \ \1 'l (1\ , t J,t, ):~r!l.CL.L-~ ~'\..~~~L-'-1 - Ct ~,~ ...Q..., \J'-Q..)u...\,\~'\.:\..u ~ ~ (,'\..-0"1) La ". ,"\1 v\ I, \~ I d C\...\..A.... 0, ~,:\"'I&.cu ""\~ ().. 0~"\.-L-Q. \;\ ~ ~..Xl.c,-/\ ..J '\''1\ L:Y\...~~ -G'V'--. L\ \ <>---\..c:J) Cl,'('),1l \.L:,\JL.. C:Gnc,.s.:iL. \.'-'-. ~ ~~L'.YV '(s -JL~-v'- ~ 'v~~~\u-'-\ \\ ? '7 a ~/ rt:.. (~~t/ - j'7$~/Il1f EAZ/v2-t cL. IJfFvu...~ " 38 ".- .." OATH Qt' SUDSCRlIlING WITNESS COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND r This 26th day of September A,D.,19 80 before me, Register for the Probate of Wills and granting lellers of Administration in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came ROY A. HOFF~lAN and ESTHER A. HOFFMAN the subscribing witnesses to the foregoing inslrument of writir,g purporting to be thllast Will and T~sl"ment of JEAN E. NICKEY July 5, 1979 Dated _ late of Carlisle Borough Cumberland County Pa" deceased who being duly Sworn according to law, depose and say, that. they were present, and saw and heard the testa t ri X sign, seal, publish, pronounce and declare the said instrument of writing as and for her Testament and Last Will, and at :he time of so doin~ she was of sound and disposing mind memory and understanding, to the best of the i r knowledge, obseryalion and belief. Sworn ,J and subscribed before Rp' t. ,1 ESTHER ~7 ~- ~,~ Regjster AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA! ss: COUNTY OF CUMBERLAND \ RACHEL NICKEY MORGENTHALER being duly sworn says that as nearly as can be ascertainert the said decedent JEAN E. NICKEY Monday 1st September died on 80 A,D.,19_, the day of at or about 7: 00 o'clock, ~M. Sworn and subscribed this '?G~~v.-Q.. "'~~'-"-'"\ 'v'\;\ Ol~.cv..t~'-e_~ RACHEL NICKEY MORGENTHALER 24th day of September "- 8?Jf'i (2. ;p~ Regisler OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Register for the Probate of Wills and granting of Lellers of Administration in and for the County of Cumberland. personally came~I\CHEL NICKEY r.10RGENTHI\LEH who,beingduly sworn .do es depose and say that as executrix of the last Will and Testament of JEAN E. NICKEY 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 proyisions of the law relating to Transfer Inheritances, Sworn and subscribed before me, she September 24 A,D,. 19~ ~~,,-"\.'f\J...<..~LI--1 \. \\U1~,--Jl:J.>.;, RACHI'L 'l-lCKl'Y MOHUl'N'l'HI\LC:H ~;;// ~. ~/!/,~I Register '''; 0: : III ro~ Ul :os C) : III .....~ :" : III ,~ u.. <:1': 00, 0 ><1 ~\ z H UJ: - r;]j > ell' :-.::: ,!o\ \0' p:: ~ .-J '-': g H .-<, H' Ni CD \0: .-J z: ltl """ I: - H: :>.> 0: - - ,~ (j): zQ) ell: S UJ E: ,- .A, He \: I:l u: E: ;3:H .-<: z E<: (j): 0::0 N: <J: ,~ [iI: ",,: H"" UJ ." 0.: "" III ~ ..., "E (j): ^<J: 0 ell: Ul, Z Z 0 ",: H " " *: ~ - $ III N .... ~ al ~ '"8 - H 0 &: ,~ z ~ os ~ DECREE Be it remembered that on the 26th day of September 80 .A,D..19_. there was probated and recorded the last Will and Testament of JEAN E. NICKEY late of Carlisle Borough . Cumberland County, Pennsylvania, RACHEL NICKEY MORGENTHALER Deceased, Lellers Tes t.amentary were granted to Witness my hand and official seal the day and year aforesaid, o/lj/U'j (!!. o/~^;ster _ .____'._--.-:. __"'~ !VAti COMMONWEALl'H Of PENNSYLVANIA COUNTY Of CUMBERLAND 55: _. _~~<?he:L}Ji~~~Y_ r'loreentl~1_9r. _. _p_ _m_ _____________ . _n. --- being duly sworn _ .______ according to law, deposes and says that s he __..tl~.J_l\.~_Q..1,ltrJ_~.__.____ ___'__ ..____..._ _____..______ 01 the Estate of Jean E. Nicl<.e'y' late 01 Carlisle Borour:h , Cumberland County, Po., dece.sed and that the within is an inventory made by ___R<!_cheJ._JJi_<;:_keY-l:lorgentha1Sr:.----, the said executrix of the entire estate 01 said decedent, consisting of all the personal prop.rly and real estate, except real estate outside the Commenwealth of Pennsylvania, and that the figures opposite each item of the Inyentory represent it's fair value as of the dato of decedent's death, Sworn and subscribed bofore mo, \ 3710 Gibbons Avenue "\':"vl.J '\\.. 'Yv\,,<1M.!.L4J1~__ EllOcufor . Administrllto~ ,U~ (1. 19 80 ~/'--~ ~ (/ I C.r [11 ' ,'I"' ( '1 ~~ I flh L0:1;:,:;:':;"';~:1 l... :.; Baltimore, MD 21206 Address Date of Death 1st D.y September Month 1980 Yea, INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative, 2. A supplement inventory must be filed within thirty days of discovery of additional assets, 3. Additional sheets may be attached as to personalty or really 4. See Article IV, Fiduciaries Act of 1949. I I I >- ~I ~ .,; ;:l, " I- W ~ ~ ~ s:: ~ ex: I- :<: ~ 'rl .., '" .. t1. l- t) ~ u :;: 0 Vl H .. " H I 0 w w ~ C '" H >- J: ex: z " .. I- t1. u.. t1. C Z I- -' ~ "" ~ '" 0 r>ii 0 Ii u.. -' t1. s::~ W '" w 0 ex: I ~ ,;. I! > z ~\ - 'rl Z 0 c c :;: ~ .; 1\ Vl z 0 H ex: U Z w '" '"'" ... H t1. I -a I c i ~ s:: I - -;: I 0 .. .rl .D -a -" :;: .. E H - ..2 0 I ~ ~ 0 H , -' U u:: 00 n cx5 :o~ or- e> c:''' "'<> 3:~ ~ 80 al, ",,,, rno .~O ~:o I...." ...,.:'2 - :;)'9 z~ W 1;:0 .\....., 0:;< ...., n' ~ ;'~~n 0'" - -'if'I " ~ .' C) ',,0 .~~~ v.> ';r-, -. COMMONWeALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT *' , ;' ~J -!"..,M/ COUNTY , I; /. ///,1 '. # ///, /rd 1 - ," . " / c..I.., '" A ' . .~/".." /'/>~. , , _ '01) _ ~~ /y (I :,:/ ( ". /, ,f4A""/l.. DATEOFDEATH: Ij-:;,,!.f.,)/ /'/)!J /' / COUNTY FILE NO: )/ / , / "V,/ " /1 -- /,-- DATE 7/.' ,/, Ft'" ,,' .. (",,) /17:.: .J/' 1 .j , ' ./,./ / . . ~ -r' L//1/)/.n-- ....~l) ./'/.'J/.-/_ _. ,.' ESTATE '-/' TO:' !.///" , I , ~// FILE NO, , " I ~' . /: f/ I ,......[ //}'./ /' v......, ~,. //. "/-; / ;: - Appraised Value of Estate: Real Estate Personal Property s ",,} L,.l-t:i ,r..,,; / + ...,',1,../, i (I / Jointly Held PropertylTranslers . I ! " 'I , .. ? ( $ /1 ,/ , / '/1 Total Gross Estate , ! , ./ i .) I :/ J 'j(-; Total Approved Deductions , ".,,- ",',1," ,'/ 1 S .~'.I . _ J Clesr Value of Estate .-------- Less: Approved Charitable Exemptions I , ,/,/., ,,> ',' J $ I ;::,'j , ... ,',' ,'.. ~ Clear Value of Estate Subject to Talit Amount Taxable @ 6% Rate $ ///1 / ' ,".;1' ~" ~... /) tBxdue $ ;.;l-?/) ./ "j:? - J tax due Amount Taxable @ 15% Rale TOTAL PENNSYLVANIA INHERITANCE TAX DUE A ' ""'.. ;.;:;( $. I /1":./"'. ~.!. / '* '* '* * '* '* A five percent discount totaling e will be granted if the Inheritance Ta)C. is paid by Loss Credits: DATE OF PA VMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT /.2- / - :/J $ :'~1-'1 " '/... + . ~,'/J -'I '~"/'!.. '/ $ 1/ / ./"_"l - $ / ' = $ ~/t;, /),} :;:"/' --I . = = . Interest accrues at the rate of six (61 percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by is I .,-./ $' /' / ,,'. , ~...:": J , /1/ ;: , " " /,/ .,G BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE ,~~.. .. Assessedby: ' 'I ,', './".....r..z..) See Information on Re,ers. Sid. Agent fort 1~ ,_~ ~,o"""",' " n.wtl.f- ;,/ .ITJ'< i.d-,LLu , \ ~! '. I: ."i-; " l J I J I 1 I I I REV. lB07 (AS) (02-B4).~ CO......ONWEAlTH OF P[NIIISYlVANIA 1I ACN OEPARTMENf OF REVENUE.. lNiERITANCE TAX 101 :~E:~)(O~I~~COUN1S SETtlEMENt ~,,~ ' . STATEMENT OF ACCOUNT HARRISBURG. PA 1710!l DATE ESTATE OF NICKEY JEAN E FILE NO. 21 80-0618 DATE OF DEATH 09-01-80 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY, MAKE CHECKS PAYABLE TO: REGISTER OF WILLS, AGENT, ROGER B IRWIN 44 S HANOVER ST CARLISLe: PA 17013 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE <:~'!: ..A!-9~~.. ,!:H)~ ..L!~E.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .... .. .. .. .. .. .. .. .. INHERITANCE TAX STATEMENT OF ACCOUNT .. ESTATE OF NICKEY JEAN E FILE NO, 21 80-0618 ACN 101 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, THE APPLICATION OF ALL PAYMENTS, THE CURRENT IF APPLICABLE, A PRO~ECTED INTEREST FIGURE, OATE 09-10-84 ESTATE. SHOWN BALANCE, AND, OA TE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-28-84 PRINCIPAL T AX OUE:...........................,.,..,..................,...........................,.................,.........................,....................... 3,865.14 PAYMENTS IT AX CREDITS): PAYMENT RECEIPT DATE NUMBER 12-01-80 000326 DISCOUNT + INTEREST (-) 182.52 AMOUNT PAID 3,467.82 INTEREST IS CHARGED FROM 06-02-81 TO 09-25-84 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM.- TOTAL TAX CREDITS 3,650.34 BALANCE OF TAX DUE 214.80 INTEREST 42.70 TOTAL DUE 257.50 Uf Balance Due is less than $1.00 no payment is required) * IF PAID AFTER THIS OATE SEe REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST RETAIN THIS PORTION FOR YOUR RECORDS RECOr-PIT'I,r I REel' L', ' '84 SFP 1"( P 1 CLEI<li -("1'1 . CUi'l~jC\l,~I, Discount If any tax due is paid within three (3) months after the decedent's death, a discount of five percent (S%) of the tax paid is allowed. . the discount period is calculated in calendar months. Examole: date of death 1- 15 -82. discount period expires 4-15-82. Except for tax on II future interest. inheritance tax becomes delinquent at the expiration of nine (9) months from the date of death. . Inheritance tax on a future interest becomes delinquent at the expiration of three months from: - the date of election to prepay or - the date of death of the life tenant or annuitant . Interest is calculated on a daily basis from - delinquent date to date of payment on any tax unpaid on delinquent date - dale of last delinquent payment to date of payment on any unpaid balance. . Interest is charged at the following rates: Delinquent Date Annual Interest Rate Daily Interest Factor Interest: 5/27/43 to and including 12/31/81 1/1/82 to and including, 12/31/82 1/1/83 to and including 12131/83 1/1/84 to and including 12/31/84 6% 20% 16% 11% ,000164 .000548 .000438 ,000301 . Those estates that become delinquent on or before December 31, 1981 will maintain a constant interest rate. The rate in effect when the tax first becomes delinquent will remain constant until the delinquent tax balance is paid in full. . Those estates that become delinquent on or after January 1, 1982 will contain a variable interest rate. Thus, taxes that remain outstanding from calendar year to calendar year will be subject to the different rates in effect on each January 1. . Interest is calculated as follows: INTEREST . BALANCE OF UNPAID TAX X NUMBER OF DAYS X DAILY INTEREST FACTOR, . If a tax balance remains outstanding for more than one calendar year, a separate interest determination must be made for each year at the applicable rate. COnly one calculation is necessary if the estate maintains the constant interest rate.! Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the notice. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. To Remit Payment: Detach the top portion of this Notice and submit with your pavment to the Register of Wills of the county shown on the Notice. . Address information is listed on page 13 of the booklet, "Instructions for Inheritance Tax Return for a Resident Decedent" . Make check or money order payable to: Register of Wills, Agent REV.45' (1.80) COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT .../ ,'- ;. {' (- / ~' SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS RECOROD.I ,.::;' REG':", .. -------_.__..._-=---~.._-,.. ----.- ---- ------ ~ nEro -1 P;':I\ I Estate of JEAN E. NICKEY Datu of Death September 1, 1 ' File No, 21-80-618 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING,: "'-0"1'" \"'" ", CLErlh I" ,/ .. ' .' ,I Claimant Relationship to DecedenPUI1BERLI\II0 U' " Claimant's Address - - ITEM DATE NAME OF PA VEE REMARKS AMOUNT NO. 9-2-80 Mildred Worley Hairdresser 15.00 Q_u_Rn T.i..,,, T"ve~ 366.72 10-7-80 INA Homeowners Policv Dt'emiwn 139.50 0-7-80 PP&L Electric service ')1'; '), 0-7-80 BoroUP'.h of Carlisle Water s"'r"i~" 11.7(, "_,_Rn 0., . "'"nHnpl Advertising 1R nn 1-3-80 Irwin. Irwin & Irwin Iit;~~;\' Test. ~~~nSumbet'land Law 56.00 R&H Realtors Re"l E i ",,,1 100.00 "offiran-Roth Funera} Ho:ne Funeral exnenses ') J.I.II 7') nited Telenhone Co. Phon" hi 1 1 ,1. 78 P&L In. 't n ~o~,,' nO 20.40 !'he Evening Sentinel Newsnaner II nn t:arlisle Memori'lJ. Sel'vi"e a,.,,,,,,, 200;.00 Register of WilJ.s FUinO' Inv. Ann. D&D 0.00 Roger B. Irwin !Notarv fee ')J, nn e"'ister of Wills ik'Uin". account ')') nn ecorder of Deeds RecordinO' release 7.00 :r~'lin, Irwin & Irwin I\ttornev's fee ,.0;80.06 '''chel Momenthaler t~ roo 3,580.06 TOTAL THIS PAGE I 10,762.40 I hereby certify that to the best of my knowledge and belief the foregoing js a just and true statement of debts, funeral expenses and expenses of administration submitted to the esta; s deductions f~},heritance Tax purposes. / /) t3 ' (J!f{___ GNATURE F ATTORNEY/FIDUCIARY DATE ? DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ /1 7 tP d, -;.It) AT / PERCENT, ~ 7~ 'd ((:" ~J d-/~-ff RE~ER OF WILLS 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 01 administration, attorney fees, fiducial\' lees; luneral and bu rial expenses including the cost 01 a burial lot, tombstone or grave marker. All debts being claimed against an estate are subject to the approval 01 the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability lor the debts being claimed should be attached to this schedule, A family exemption 01 $2,000 may be claimed by a spouse 01 a decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has lorfeited his/her rights, then any child 01 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 01 the same household as the decedent. '- ." v n > 1"'1 ;;- :s > 0 0 Ci tJl Ci Z Cl n c:: 0 ..., Z s: Z t"" m 1"'1 ;.; Z ::0 > 9 Z 9 t"" 'Z Z t:'l ..., t:'l ..., 9 9 ..., -< tJl m Vi z 0 tJl 0 ~l 9 .." .." ::0 (") ~ ~ I\) 0 ~ 0 .." -J - (") I-' ~ 0 .." ~ ,.... z z - n Ul - I-' >- CD CD g '"S . l'l t'" [ c:: ;g $l z tJl CD H t'l I-' '"S 0 0 -J ~ 0 en Z I-' rt t'" w '"S -< -< -< CD ~ CD t:'l t:'l rt > > ::0 ::0 ~ INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemptjon is being claimed, indicate the claimant's name, address and his/her relationship to the decedent, Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2, Assign consecutive numbers to each item listed. 3. Enter the date on which each debt was incurred and/or paid, 4, Enter the names 01 each payee, 5. Provide a briel explanation in the remarks column for each debt claimed, 6. Enter the amount of each debt being claimed, 7, The form must be signed by the person who has assumed the responsibility lor paying the debts, / ~..: ~',:J ,,' ~ ~ .... q 'r. l. I..l, _.-, 0" c::- o'" c~c.: I x:; Wl:..' .~... J c=,'- "" ...:..2 O:'~ ex: Ol.J 0- :E: .~ ut'J >t:.,.. :'1=5 ~a: ~ ~u u Discount: If any tax due is paid within three (3) months after the decedent's death. a discount of five percent (5%) of the UIX p~lld is allowed. . the discount period is calculated in cllendar months. Example: date of death 1- 15-62, discount period expires 4-15-82. Except for tax on a future interest. inheritance tax becomes delinquent at the expiration of nine (9) monthS from the date of death. . Inheritance tax on a future interest becomes delinquent at the expirltion of three months from: - the date of election to prepay or - the date of death of the life tenant or annuitant Interest 1$ calculated on J dai'~' basis from - delinquent date to date of payment on any tax unpaid on delln~uenl dale - dale of last delinquent pilyment to date of payment on i1ny unpaid baJilnce, Interest is charged at the following riltes: Delinauent Date Annual Interest Rate Daily Interest Factor Interest: 5/27/43 to and including 12/31181 1/1/82 to and including, 12/31/82 1/1/83 to and includino 12/31/83 1/1/84 to and including 12/31/84 6% 20% 16% 11% .000164 .000548 .000436 .00030 : ,Those estates that become delinquent on or before December 31, 1981 will maintain a constant interest rate. The rate in effect when the tax first becomes delin~uenl will remain constant until the dehnquent tax balance is paid In full. . Those estates that become delinquent on or after January 1. 1982 will contain a variable interest rate. Tnus. taxes that remain outstanding from calendar year to calendar yea~ will be subject to the different rates In effect on each January " , Interest is calculated as follow!>: INTEREST . BALANCE OF UNPAID TAX X NUMBER DF DAYS X DAILY INTEREST FACTOR, . If il tax balance remains outstanding for more than one calendar year, a separate interest determination must be milde for each year at the applicable rate. (Only one calculation is necessary if the estate maintains the constant Interest rate.) Any NOllce issued alter the tax becomes delinquent will reflect an interest calculauon to fiileen (15) days beyond the date of the notice. If payment IS made after the interest COmpuUlllon date shown on the Notice. adoltiona' Interest must be calculated. 10 Remit Payment: Delich the top portion of this Notice and swbmlt with your payment to the Register of Wills of the county shown on the Notice, . Address information is listed on page 13 of the booklet. "Instructions for Inheritance Tax Return for a Resident Decedent." . Mike check or money order payable to: Register of Vl/ills. Agent. .. ;?t-S'("')-(I/:;- AE\...4t~ CI'7., COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERAT;ONS *' RESIDENT DECEDENT COUNTY OF Cumberland IMPDR{Aij-T, "- _. ThiN rcttlll1 IIlUI'i( he cOl1llll.."h'd in Jclnil unt! fill',11II duphclItl", with nllu1tlll'hcd. willi Ilu~ Itl'gistcr or Wills of Ihe CuunlY where decedent Icsldt'd~ Kl,'lurn is tlllC willulIlIlIIC U\lJllIh.. 1I11n Illlle IIf Jcatli. lIl1less UI1 c:xlcnsinn i", grllmet! hy Ihe S('l,'fClnry uf Itrllrl1Ul" tSn'tilln 70.1 IJr tlu' Inhnilurll'c ilnil ESlllll~ Till!: Act tiC IQhl.) - - .~ . IN TIlE MATTEI{ Ill' TilE ESTATE 01' } AI'I'IIlA\'IT "I' .. ~;;:~~~:~XOOK JEAN E. IHCKEY IST"ATE FULL NAME Of' OECI~OF.NT! L.cht of Cumberland Pennsylvania } "' County Slat. of County of r.1Jmhpl"'~nr1 Administrator Rachel Nicke~ MorRenthaler of tho oltate of tho obove-named dlllc.don' being duly ,worn_ depou and laY Decedent died September (MONTH) Nomo and addre.. of ottorney or } other outhorl~.d r.pr".nh:ltl~e to ....hom all corr.'9ondlllnc:e IIhould be moiled. , l()~ .."Iale leo~ing 0 las.t ....111. copy of ....hlch I, h.rolo atlochod. } ~~~-~iXIKWYM 1 (CAY) Irwin, Irwin & Irwin 44 South Hanover St.. Carlisle, PA 17013 That as such executrix deponent is familiar with the affairs of said estate and the propert)' constituting OCX~X~M~~X~K~ the assets thereof and thcir fair market value. That at the time of death therc was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following: - NAME AND A.DDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE OEPOS1T BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOL~ERSTOOECEOENT That the contents of said safe deposit box or boxes arc itemized under Schedules wi th the exception of the following, for the reasons hereinafter set forth: of this return, That Seheelu/. A attached hereto and made part hereof sets forth fully and in detail all the real properly in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date. rate of interest, and book and page of record thereof. II also sets forth in the columns provided therefore the assessed valuation of cnch of said parcels, the estimated market value thereof as of dale of death of decedent. That Scheelu/e B attached hereto and made part hereof sclS forth fully and in detail all personal property wheresover situated owned by the decedent at Ihe time of death; all moneys left by the decedent at the time of death, whether in decedent's immediatc posse!'sion. standing to llt:cedent's credit in banks of deposit, savings banks, trust companies, or other instilutions, whethcr individuully, or in trust for any olher person or persons giving also scparately the accrued inler..:st thereon, if any, down to the last interest day prior 10 decedent's death in the case of savings ba.nks, anF.! to the dale of decedent's death in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of indebtedness of the United States to the de. cedent; all obligations, whether by stalule or agreemcnt they arc designated ns tax free, of the United States. or any statc, or political subdivision thercnf, or of any foreign country, which nre owned at the time of death; nil wcaring apparel, jewelry, silvenvare, pictures, books. works of arl, household furniture, horses, caniages, automobiles, boats, and any and all other personal chattels of whatsoever kind or n"ture, left by decedent, together with Ihe fairly eSljmaled market value Ihereof; all bonds and mortgages held by decedenl and uf all claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing for the payment of money of which decedenl died possessed, of whatsoever naturc, with interest thereon, if any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be les& than the face value. it sets forth bril:f1y the reasons for such depreciation as to each item; all moneys payable to the estate from !fee insurancc policics carried by dccedcnt; all annuity and endowment contracts the proceeds of which were payable upon the dealh of the decedent; all and the corporate stocks and dividends due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of decedent's death and other invcstment securities owned by the decedent at the lime of death, with the market value there- of at such time, Exce.-rix In the case of securit.ies of close or fumlly corpc.rutlons, the vlllllf~s r~Jlorted nrc 88 far as possible substl1nt1ftt~ct ll)' fltlllncinl stlltcmcnt.s 01' tlw corporlltlolls, showing thA 'lss~tR find l1ah111t1es Ull'reof' IlS of the rlRte of ctent.h. The sr.lwllllJe !lIRO set.s rurt.h t.he Inter(!st of ItecP,r!('nt. at the lime of deRlIt fn Itn~' cO-I'"rtn('rshfJl or 11lISfIH'!H., IUHI In sU11pnrt 01' t.Iu' "tl1"..- of' stich Inl('N~st there Is Ilnncxcd to snit! SCh('rllllc, I'1nnncinl sl.llt('m('flls sho~'ITl~ thcllsscts unci llnhllllles or snlrl co-pnrtnershill or huslncss. A copy or llll' co-pnrt.ncrship a~r(>l!mlmt, (If orlll, It stntf!'ml'nt s(ltt.llI~ forth Uw ",Itllre of the ttgrccment) tog.'t1H~r ~'lt.h Ii st.l\tcment scttlf1~ f'orth the chllrllclt~r of t.he hllSllll'SS, Its Jocllt.loll, find such olher l'llcts llt'rtnlntng to UH~ huslness "5 mllY lH~ Ill!'rt.lncnr, to a fnlr IIful .11151. nJIJlr"lsul of tJll~ d(!cl!dcnt's Interest therein 11111St hesuhmtttf'lt. It. shn1l1cl nlsn set ('urlh In It~mll.fHI form, t.ogether wllh the fair mllrket vnluo ther'eof, tlll~' other propert.~. ownml or boq1J(!tltJlf~cl hy UH~ dcc'l~df~nt nl. thl} t11",~ of rh.Htth. Tilt! Sc/ll'dulp C nt.lnclll'll hf!I'el.n nnll mlllle pe.rl. hf'rf'nJ' s(!ls forth It t.rlll~ nfH;wcr t.o ench 1nfluiry eOlltlllned t1wrl!ln luul In Um case 01' trnnsl'f'rs ofpJ'opnrt,y, rf!1l1 "'1' personal, within two years of decedent's delltll, In contemplatton of decectf'nt.' s t1cllth, or Int.~ndr"!C1 to t.JJ.ku P.rf'('ct. In posseHslon or enjoyment /It or /lfter denth, salll sclwtl1l1c setH f'ort.h t.he nature Ilnd vn]uo of' such properly, t.o whom trlUlsfcrred, the relationship of the transferees to the decedent, till! pro(lortJonllte 511/1re reeelVfHl lJy cnch trnnsf'eree and all other fuels of n pert.lnent nnture re~nrrlln~ snltl t.rnnSff!rs. In the case of' t.,'ansf'crs intender! to tuke eiTect, In possession or enjoyment. lit or nftor ftent.h, there Is Illso nttncherl to the scherlule a. copy of t.he deed) trust agreement or other inst.rument crent.1ng the trust.. TheN~ Is also set forth in said scheriule a list, of all property, relll nllll pHrsolllll, wft,h Hs vfllue, Which paf,;s~s lit rlecedentls death by virtue of' the exercise by deccdent, either Incllvictuully, orjoll1tly ~"Hh ftnother, or any Jlower 01' appoint- ment vcstcdJndecedent, elt.her inrllvidunlly or Jolnt.l~', hythc will, deed, or othel' instrument of another, with l\ cop~' of the Instrument crenUn~ such power nttnched t.o the schedule. Thnt Schedule 0 fittached hereto find made IH1rt )wreof sets forth the ORmes nllfl addresses of fill persons beneficially interested In this cstute lit the lime of rlecedent' 5 cleuth, lhe nnture of their res- pective interests, their relationship) 1f' ony, to the rlecerient, together with the ages at the time of decedent's rleath of all minors, annu1tants and beneficiaries 1'01' lU'e lmlter rlecedent's Will. It also contnJns n statement showing which of the heneflclllrics ntlJned in the rfecedent' 5 wlll) if any, died prior to decedent, the dates of their death, :'heir issue, luul the rellltJonshlp 01' such issue to the beneficiary. That S.:hedule E attached hereto and mlule n pnrt Iwreof sets forth all property, real and per- sonal, owned by the decedent jointly with anot.her or ot.hel's, including Intangible, stnnding In the name of the decedent noel others, plus the dat.e nnd place or record of InstrUl11cnts effecting the \estiture of real estate und the date of acquisition of personalty, plus the name, nlJdress and relationship, 1f' any, of co-owners to the deceden t. That Sc/1edule F attached hereto and mn,de a part hereof sets rorth fully and in detail all debts nnrl deductions claimed for and on behul f' of this decedent's estate, including fUneral expenses paid; family exemption, where Ilppl icable; cost.s of administration of this estate; counsel fees and fudiciaryt s conunissions paid or to be paid; cost expenrled for burinl trusts, tOlllbstones or gravemarkers, and reli- gious ser\'1ces, in consequence or the death of the rlecerlentj debts and claimS owing anrl unpatr! at time of death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Sect10n 651 of the Inheritance, nnrl Estate Tax Act); together wit.h n statement of collateral pledgelJ for obliga- tions, 1f' (tny. It 1s agreed that the f'iduclnry will present pl"oof of said claimed obligations upon re- quest, that if the amount actually pairl in settlement of any fee, commission or debt is less than the estimated amount cl aiming and, allowed, that the same will be reported to the Register of Wills, and that the amount of t.nx assessed can be r(!Rssessed In accorrltUlce therewl th. That the totuls of the appropriate columns in Schedules "A", "8", "e", "E", nnrl "F" as directed therein, have been cnrried forward and properly registered in the Summary. Subscribed and sworn to before me this ..........,...............,...... n~ ..,... day o:::~~.......19..8..Q,.,.. .~~:~i';~2i~~~i1~t.~~~~~c:\-... ....... 31.1.!l......Q.i.b..b..Qns...,.Av.,enu.e...,..............,..___, ( StTeet Number) . .~<:l..~.t.~.~!?!:~.l.....!:'I.I?... ?l.,?..9.,.9.,........... ,..................,...,....... (City or Town and State) "f i,.\', , . NOTE: Before signing affldn\'.lt mnke sure nIl hlank spaces in the nffidn\'it nnri schcrltllc~ nnncxed are rtlled in with details or t.he word "None", nnd in cuse the ussets lncltlfle rure anrl unlisted securities, seclIrJUes or close or fnmJly corpornt1ons or nn interest in llTl~' co-pnrtnershlp or business, that the ctatll nnrt stftt.ements required under the pRra~rnph nlJO\'c rejl1t.tn~ to Schedule fIn" nrv. nttnchell. Also make ccrtnln that column #1 ill the "Sunmnry" hilS been properly completccl us Ilbo\'e-directt~d. ~ \ .- REV-4,1 Ifl-nl -~-. ~ COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT OECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule mUl'1 disclose lllllangihlc <Iud intangible persoll'" prnpcrt)' uwned individuulty by the decedent, at the lime of his dculh. Prupcrty ..wiled by the dCl.'cJcnl jointly with another ur others musl he listed um.lcr.Schcdulc liEu, Intangible persollalllrnll~rty, titled in the 1I;lInc IIf the decedent, hut payable al death 10 anuther or others, including but 11111 limited In P.U.D. U.S. Sa\'ings Bllt1lls mHI tcnl..Ili\'c trust accounts, must he listed, despite the fact that they ;Ire nnlllf the lIdminislcrcd estillI.'. Tangible flcrSollallYopcrty should he listed first (c.g. jewelry, WCilrillj; apparel, Illluschuhl goods, and furnishings, hooks, Ilainliogs, autumohiles, hUillS, etc.) Intangihle persnmll prupcrty. sllch :'IS bonds, treasury certificates, cash un hand :lnd in bank. stocks. mortgages, nutes, togcther with accrued intereslllr dividends, s:duries ur wages, insur<lnce payablc 10 the estate or fiduciary in said capacity. partnership interests, interest in :my undistrihuted estate llf or income frum Ilny property held in trust under thc will or Ilgreemcnt of Ilnnther. even though located outside of the Stille, al the (inu: (If death, should be listed in this Sdlcdule. lIem Nu. rImt Lisl alld describe fully ESTIMATED MARKET VALUE UNIT VALUE DEPARTMENT VALUATION (D(I nut write in this space) Household Furnishings Far'ffitlrs l'rList co., Checking Acct. 4-3108-7 973.00 427.10 TOTAL $1,400.10 . Insert this total oppositc "Personal Property", Schedule liB" in the "As Reported" column on thc last page of this return. No 0, /0 .-&~ x X ,- RCC - 36 M~~ -, '... If!!' i.~ l.'.'.~"..J 'tf.,.~,.~. C[\IlIl[\~~'E~ 1.'1'11 [\1' I'E~SSY LVAS lA 'I'HA~,FFH 1 ~IlFIIITA~n: 'I'A~ SClmll1JLF "e" '1'11 \~~FlmS liES 1Ill':~T m:n:IIES'I' (J) Ulel Ih-el'lll'lIt, within t.IHl )'HlIfS u!'clt'lIlll, nllll.:H IIII,\' trlll1sl'l~r fll' tlllY 1TI11l.ertlll Jlurl. of' his ,~stlllf~t wlthont rt.'cl!h'll1~ 11 \'lIll111hlo /ltlll I1lh!lltlltl.f! eUlIslllt'rnt.lulI I.hl~I'l!II)r" (,\JIS\....~r yes ur no) No (~) Ill" '\C"''''''III., w"IoIII Iw" )'c"rs III' .I....t.h, t.r,,"sf'cr 1''''I""r,)' I'rll", Iolmscll' t.o hlms..! f' "1ll1 ""ot.hor or utht.'fS (lllcllllllng it Spll1lse) In .lolnt, nWIlHI'sI11p" (,\nSWI'r y'!S ()f 110) MO (:I) II' thl! UIlSWI'f tel (1) ur (:!) nho\'" is 111 tll.' l1t'f'lrl!lll1.t\'f~ St.llt.-: (n) AAt~ of Ih~cp.c1enl. Ill. 1.11Tl1~ uf tl'um;fnr fJn (h) StntH 01' deeeel.Hlt' s Ill~nllh tit. 1,11IlO fll' Innklll~ lhf! t.rllnsror. (SOt.I! 1). (e) CltllS(~ u(' c1ecochmt' s IIl!ulh. (SUlI! I). (.1) Ulel decedent, In his lifetime, IlInkl~ /lilY t.rllttsf'l-'r ur Jlrnw~rty wlt.hollt. rccl!lving Ii vlll1lt11l11! or lIc1e'lllute {'onslllcorntlol1 thl!rel'or which wus t.u t/lkf~ l.f'feet. In flnsscsslon or enJoyment. nl or Itrt.er hIs ,Ieat.h" (Answer ~'es or nn) No (n) "'IIS lImrc /lny Jlosslhllll~' I.Imt. the prflJ1ort.~. trunsforrcll might ret.urn to lrnnsl'l!rer or hIs f!stnto or he suh.tect. to his power of disposition? (Answer yes or no) No (b) What wns t.he tr/lnst'oreel S I1gc Itt tlm(! ot' dececient.1 s dCllth? No (5) J)jd lh!cedent In Jlls ]J1'ol.llOO make nny trllJlsJ'er wit.hout. receiving nVUllJllblellndudofJlIo.tc cDllsldernl.Jon therefor umll~r which t.rnnsferor expressly or Implletlly reserves for his lIfe or llny period which does not in fltet (!llfl 11efore his dellth: (0) The possession or erl.lo~'ment. of' or the right to Lncome rrom Uu,' property transferred? (Answ(!r ~'IH; 0 r no) N n (h) The right t.o dcslgnllt.e the persons who shl111 possess or cn.toy the property transl'errctl or Lucome therefrom? (Answer yes or no) No (0) If the unswer to (5) (b) ubove is in the aff'irmative, stute whether the rIg,ht was reserved in decedent ulone or others (7) Did decedent in his lifetime mllke It trnnsfer, the constderlltlon for which was transferee's promise to pay income to or I'or the benet'i t of cure of' trnnsferor? (Answer yes or no) No (8) IHd decedent, nt llny tIme, trnnsfer Jlropert)o', the heneficial enjoyment of which wus sub,lect to chnnge, because 0 f' a reserver1 power to III tor, Ilmenrt, or revoke, or which could revert to (leCellent uncler terms of transfer or by operation of lllw? (Answer yes or no) No (0) If the anSwer to (8) above is In the afrirmntlvo, was the power to III tor, amend, or revoke the lnter- cst of the beneficiary reserved In the decedent ulone or the decedent nnel others? (Answer yes or no) No NOTE 1: The anSwers to these questions should be SUllportert by affldnvlt hy the nttcruUng physician as well as a copy of the death certifLcate. SOTE 2: If answer to any of the above fjUesttons is yes, set forth below a description of the prOllerty transferred, itls fnir market Vlllue at date of" death, dat.es of transfers and to whom trnnsferrertJ with relationship or trnnsrerees to decedent, if Ilny. Submit copy or nny trust rl~e(l nr instrument, if trans- fers are claimed to be non-tnxllble, Illso submit detllllerl stlltcment of fuets on which suici c111im Js hllsed. SaTE 3: List applicable property below In munner 1n which provided in Schedules A, B, or E. !TEll DESeR!!'T ION !LoomT VALUE (Es Umn ted) OF.!'T. VALUATION (Dept. Only) NONE Insert this total oppO!iite "Transfers", Schadllle lie" In the liAs Reported" column on the last page of' thls return. NnUJ W'W,' ........-p.\. " REV-4,,, (8-18) CO~IONWEALTH OF I'ENI\'SYI.\'ANIA TRANSFER INHERITANCE TAX RESIDENT IlECEI>ENT ~'~~~ . ~. {!l:" I' .., :." ::.~i-ii.v~. SCIIEIlLlU, "Il" IIENI'I')('I'\IW'S . - ==-=_:OC-==:'.._ - - - IlENEFI("IARIES ANIl ,lllllltl;:>SES ItELATlONSIIIP (SltHC Cull nllmeN nml uudrcsscs of "II who lIf 1iltp.d,i1dn'n IIr SIIIt\'I\'H> IlITE I'n EHI'ST OF hllve! UI1 inlcrcNI, \'csll'd. continfWl1t or olhL'r- illc~ilil1latl' childu'lI IIECEIJENT ell; IIENEHCI,IRY WIHC, in CNlltlc) IIrc ill\'IlI\'cd. S(.t STATE YES IIlltTII IN ESHTI' fUrlh Ihis fact.} (ml'iU ---_. R""hel...1li.c.ke,)L.M"ro[':pnth-' -- Dau"hter Yes__ ---j Full 3710 Gibbons Avenue Baltimore MD 21206 ! '- I .. Deponent further soys that all the above-named beneficiaries arc living at this time t'xccpt below: NAME DATE OF DEAr:: RESIDENCE " Rcnll'ropcrty Pcrsonnll'ropcrty Trnqsf cr& JOlnt (Seh. U^U) (Seh. UU") (Seh, "e") (\l (fls Rejlortcd) $ 60,000.00 $ 1,400.10 $ -0- $ .J.U, ~U.J...J. I $ $ '{1,_bU1.21 (2) (As Determined) ~ o ~ _-.r.": g::: :u: ",. c '6 g E ._ t) = .ac.o -t e U . o. oU;' - - " :l '" - U :l ~ U e g, )'. 'lJ ::! " SlIMM,\RY $ $ $ $ $ $ : GroSS Taxnble Estnte --.--....-..--.. , , i i I , i \ \ \ i \ , I I I \ \ \ I !- I "" \ ~ z u '" UJ '" '" ::;; d .c \ .... u f1l u \ >< u ;:l -' - ~ Q 0 .0: < :<: H '" I r:t: :;: , Cl. It. u 0 .~ ! 0 H I!l c r:t: Cl. :z " Q. \ " < "UJ <ll .. Q. "" UJ ""'!- . .-l ;:. .0: 0 !- !-< '" ::I: ~ 1Il c C Z ,;: !- ...!- 'M c ~ 0", u It. UJ :z .-l C- O ~ H ~ I- 0: ~ ro c .S ,.., t) '" ... r:t: .:; 0 " UJ -;; Q. ~ !- w ... " \ '" !- ~ ~ '" ,- c < ~ c c c ::. :I _'S ::;; e " c :-:="0 ;; " e ::=:< 0 :I ..J U u ,1 RCC'''I'''~ 0 ('T (; -) 1080 COMMOHWEALTH OF PEHHSYLYAHIA OI<PARTMEHT OF REVEHUE DANI< NO. 08-692660 ~ DATE FILED 9/25/80 NOTICE OF DECEDENT ACCOUNT STATUS Submit in Irup icnle within the dlfOlh. STATUSOF ACCOUNT NOI UOINT, TRU:iT. OR tNVESTMENT ~.t1L:.UUAIt:. December 28 1976 N"MES ON ACCOUNT :>OCIAL SECURITY NUMBER(S) 171-28-1488 (Jean) RETURt-I COMPI. ETED FORMS TO LOCAL COUNTY INHERITAt-ICE TAX OFFICE \ Jean E. lickey or \ Rachel Rickey Morgentbale _ OECEDEtfi IUFORMA DATE OF DEATH I H SURVIVING DEPOSITOR (Beneficiary) INFORMATION NAME REL....TIONSHIP TO DECEOENT. hter NAME 9/1/80 Jean E. Nicke1 ADDRESS ADDRI::.SS 3'7l0 Gibbonll ~v.. BIlt:lllore, lID 21206 2f17 N. IIanover st. "CU1isle, PA 11013 U TV 00. 1'70f3E $ . $ 2. s . BANK/INSTITUTION ACDRESS Qul\berlaDd Valle1 SaviDgI &: Loan Alan. 16 11'. High st., P.O. Box lZ7 <:.r1i1le,lPA 17013 BALANCE OF ACCOU'~T AT 000 INTEREST ACCRUED AND COl.LECTIBLE AT 000 TOTAL BANK AUTHORI!A TIOH I HEREBY CERTIF'l' THAT THE IN FOl\M'\'TION CONTAINED HEREIN IS A CORRECT fiEPRESENTATION OF INFORMATION IN OUR FILES IN ACCORD IWITH SECTlO,,, 742 P I fir. I:: TAX ",CT 01-.1961- \\IGNA.TURE OF FINAN.Ca"AL lNXESTt'{r\TOR ,.....~L.\C/f"-':""L.I~. V-J~;.J" .. -. -." I-,..::'\~~~ ., , \ \ i I \ I I , \ \ i I RCC-U ("'71) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE OCT 02 i980 BANr< NO. NOTICE OF DECEDENT ACCOUNT STATUS OATE FILED 9/26/BO STATUSOF ACCOUNT NO: (JOINT, TRUST. OR INVESTMENT RETURN COMPI- ETED FORMS TO LOCAL COUNTY INH ERITANCE TAX OFFICE NAMES ON ACCOUNT SOCIAL SECURITY NUMBER(SJ Jean E. Nickey or Rachel Morgenthaler l71-2BU4BB SURVIVING DEPOSITOR (Beneficiary) INFORMATION NAME:.. AELA TIONSHIP l\achel Morgenthaler TO DECEDENT. OECEOEN-'- INFORMAl N NAME DATE OF DEATH ADORES!> Jean E. Ni k ADDRESS 3710 Gibbons Ave. Baltimore, MA 21206 207 N. Hanover St. Carlisle, PA 17013 CITY BANK/INSTITUTION ADDRESS Cumberladm Valley Savings & 16 W. High St. P.O. 127 Carlisle. PA 17013 Loan Assn BALANCE OF ACCOUNT AT 000 $ INTEREST ACCRUED AND COLLECTIBl.E AT 000 $ TOTAL $ 1)1 Rt ~ 3&2.57 BANK AUTHORllA Tl0N I HEREBY CERTIFY THAT THE INFORMATION CONTAINED HEREIN 15 A CORRECT REPRESt:':NTATION OF INFORMATION IN OUR FILES IN ACCORD WITH SECTION 742 P I IS E TAX ACT OF 1961. /"GNATUREOF FINANCIAL INVESTIGATOR I DATE .. c " " RCC-3!1 RESIIlENT DECEDENT SCIIEIlULE .. E" .I0lNTLY OIl'NEll PIWPERTY COM\lON\\'E,\LTII OF PENNSYLVANIA TRANSFER INIIEIIITANCE TAX J I~STRl!(,T((I~S: Tills ...dll'.Iul,' nllISt. ,lisl:loSL' 1111 proJlt~rl~'~. r"hI awl Jl'~r'slll1l1), ~lI,tl hy tll.' ""I','d,'nt Jointly.. \\ith illlnlht'r ur uthpl's, illl:I\lflin~ intnn~Jhlf!st sthntltll~ jll till' f1nm" or "'If' dl.'t~.~d':1l1. 111111 olllr!rs. List r...al psllllp I'lrst. liS f'lItlr,'l.h's. ur .Iotral lCflllflts, ~Ivlllt.i. I,rlld' dl:se:-Jpr.llIn, liS hulll:lltt'll llIuler Schcdult. ".\", }llus lh,' .IIII.~ :tIll! 111~IC\! 01' reeord oJ' lnSl.rllnlf'lIt ,'IT'!f:tJII~ \'t!st.lllll'~, !1I11. Iln not. tlH~)llill! (Hlttr~tles or nut 01' sl:lt" rt'lll I!Sl.Illf' value In eslu1.f.' \'/IJIllll.lon ell 1 IIllln. ilea'sulllll pr.1lwrl.y SII'IlIlli he lisll!tlllS In Sch('ctlll,~ "II", pills dlltl! or aCljulsltlo1l, IUlIl the 1l11mt!. Ilflllress IIwl l'1'1:tlillllShll' (It' nny) of cu-oymcrs to t.he CICI'I!d"nt. ~... Dc'sc'rfpllflll ul' PrHlu'l't~'t IJlttl! of' Acquisltioll, Snllll' Address IUlll HI~I:ll.lolIsldJl of ('n-O",ners, mill l'IIlI'1! of' Ill'eorll "r (Tl",t.rllml'IIf.. wll('rl' HI'nl Est.llte. ,,#>>>~jyjx: ?;0~.>n~<':YS0W;;;B<;1;~:>, >.)%~ kz;j</(mC/RZ:Z';> X~'.P;'/Zi: ~ &.%:5 . .'J)(. :;x;{ .'> ii.f////x"" /h;'''' . .'/ /. / <I' ,,;,V?X' '^'^^ u. . ,x:. :x <'<//./ .......,' /;', /."J<,/:" .... 9'1\/;<) .xxx. CJi',. .n ..w.,., -0"'/-.' 0",' ..." /..../ '",'./'r^/ _ .. .x: rill t. Vnluf! Pt!l'Ct'lltll~'~ Shlll'f' 1-:stIII.P VlllUlltifl!l nrJ'AIlT',I~;NT VAI.U.lTIOS C,\lJ1'JON-Do not Writ.e [n This r 'lce. NYY VnllW of' I~ntl re Propert.~' .nllle of Ueceden t.' s Interest Cumberland Valley Savings & Loan Assoc. All following accounts registered: Jean E. Nickey or Rachel Morgen- thaler 1. Monthly Opened 12/28/76 Income Acct. 08-6692660 $13,002.71 50% 5501. 36 2. Monthly Income Acct. 08-6683591 Opened 12/10/73 $ 5,001.04 50% 2500.52 3. Optional Savings Opened 08/04/58 Acct. 124303 $ 2,398.57 50% Ll99.29 TOTAL $ 0,201.1 Insert this totu1 opposIte "Jotlltlj' Owned Propl.!rt.y", Schedule "Eft In tlJf! "As 1l(!Jlortcd" coI11l:D1 on the In!it plt~n or thIs return. 19 ~o /, /1 ~ I\E V.U4 tOo-lIl County, Number and Home CumberlR nd 21-80-618 SUMMARY File Number Dote of Death Estoto Nome September NICKEY 1. 1980 JEAN tL A5 T NAME) t FIRST NAMl::1 E. (lNllIAl.1 COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT II REPORT OF INHERIT ANCE TAX APPRAISER I, the undersigned duly oppointed Inheritanc. Tox Approi.er in ond for the County of Cumberland Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at fhe values set forth opposite each item in the last column to the right in Schedulos HAil, US", IIC", and liE". Doted: February 11. 1981 ,PH",,'!, J -If'1'''JiJ.L.J) INI1ERITANCF. TAX APPRA!'J!:::H REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Regi.t.r 01 Wills in ond for Cllmberl Rnd County, Pennsylvonio, do respect. fully roport thot I have allowed dcduction~ in the omounfs claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser omoun~ represents the sum allowed as a deduction. Daled: REGISTER OF WIl.LS INVENTORY Real Property (Schedule A) Personal Property (Schedule BI Joint-Held Property ISchedule E) Transfers (Schedule C) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE Fl CLEAR VALUE OF ESTATE V ALUE AS APPRAISED $ AOJlISTMENTS ODE IHARRISBURG USE ONLVl 00+ 10+ 20+ 30+ REMAINDER APPRAISEMENT CODE 92+ 40- 93- Valuation of life estates or annuities.................. '.'_ S PRINCIPLE r=-,",CTOR VAL.UE ~ ESTATE TA~ ASSESSMENTS _ S 1= ~ FOR USE OF REGISTER ONLY Tax on $ Tax on S Tox on S TO)l( on $ Tax on S Exemptions Total Estate ~ COMPUTAilON OF TAX TOTAL TAX s \ 1(0) As ~viaencud by Charitable E,;cmpllon Certificates issued by the Sacretary of RevCtnue. 2% G% 15% $ $ $ $ S $ t= Less tox provlously paid BALANCE Leu 5% of tax if paid within J months after dooth $ S BALANCE OF INHERITANCE TAX DUE Add Interost at rote of 6% from .. AMOUNT OF ESTATE TAX ASSESSED Estato tox paid BALANCE DUE Add Interest at rota of 6% from .. s s c $ I- S $ I $ $ L_ $ TOTAL TAX BALANCE PAID Supplementol Codes: (FOR USE IN HARRISBURG OHL Y) 48-Adiustmenl 49+Adjustment 56-Annuity 6O-Lif. Estat. 92+Remoinder Appraisal 93-Remo ind.r Deduction 93C-Chority 94-Remoind.r Resjdue 96_5ucccssivc Life E.lote FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjusfments ore mode fo the obovc computation of tax by the Register of Wills, for proper rea5on, samo should be noted below, with short explanation. , . ~ E- ...l Z ...: ~ t:J en " - ... ::;; .c ...: ;.. t:J 0: ~ ;:l c.. ...: 0 c.. 0: 1-< " ...: c.. ~ 0 '" Q c.. " ~') cO 0 m :- z: :0"" !!! ...: OJ - ...: .=> ,..,"" i= :I: t:J OJ :>. .. C')o. t:J f- E- "' E- . ;.~~: .-l = _0 0 i!: :c ... ...: 1Il = 0: :s ",:0 E- -to- z: 0 E- 'r"l ... 0 ." -< 1"'1"'" ~ en .-l c.. c.. ':1 :::-J9 0 t:J 1-< .... UJ l-.> (-)0 r-'"? ro 0 0: . ~,~ll c.: 0 -5 _.:~ ,S t:J , ~ ':.:.:n - E- " ::l~' " E- " . )S:; ~ .... i.< - ...: 0 '" .... = '2 :2 0 ... ~ - ='5 ~ = ::> e 'M"O " 0 0 :<:...: ...l u U REV-S18 FO (7.S0) I~~ , '~~. ..' COMMONWE:ALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS NOTICE OF FILING OF APPRAISEMENT Rachel Nickey Morgenthaler 3710 Gibbons Avenue Baltimore, Maryland 21206 RE: Estate of County of File No. Jean E. NickllY Cumberland 21-80-0618 Dear Mrs. Morgenthaler: You are hereby notified that the C'''igin..' appraisement in the estate of Jean E. Nickey has been filed in the office of the Register of Wills af Cumberland County on February 11 ,19 81. Said appraisement reflects the following yoluations: Real Estate Personal Property Jointly Owned Transfers Total 60.000.00 1.l1iv\ 10 '0,201 '7 NnnA $71.601.27 As to such tax that is paid within three months from dote of death, 0 fjye (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusiye; and twelve months when death occurred prior to December 22, 1965) from dote of death, interest at the rote 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 os proyided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S. 2485-1001, P.L. 373. Dote February 11. lq81 PI M /" ) -/ff~ Ii" H'( ) Signed Title Chief' Appraiser NOTE: This is not 0 bill. ~ ~ ~ ~ :z: I>l ~ ~ 0 ~ I>l 0 ~ CIl H :z: ;:l '" ...l . ~ ~ r'l s.. < '" - ~ U ;z: '" - 0 '"' '"' - 0 0 ~ 0 ~ '"' '"' 0 l-o 0 VI :z: 0 rn I>l VI ~ !;; 0 - ;z: \( I>l f-< Z :z: ...l 0 - c5 P': :z: ~ I>l ::;: 0 ;:l U I>l ...l :z: ;z: f-< ~ :z: ~ ~ CIl ~ 8 0 < - I>l 0 '" ...l RECOIWEr. RE{'j~~ rr~ ,.' '84 OCT 22 1~i':J' eLl.hl\' :.i:.l:: C'::':~.:iiL I'. ..' " ~~~," -c: "" :;- "" -= - ~ ,~ Discount: If any tax due is paid within three (3) months after the decedent's death. a discount of five percent (5%) of the tax paid is allowed. . the discount period is calculated in calendar months. Example: date of death 1-15-82. discount period expires 4-15-82. Except for tax on a future interest. inheritance tax becomes delinquent at the expIration of nine (9) months from the date of death. , Inheritance tax on a future interest becomes delinquent at the expiration of three months from: - the date of election to prepay or - the date of death of the life tenant or annuitant Interest is calculated on a daily basis from - delinquent dale to date of payment on any tax unpaid on delinquent date - date of last delinquent payment to date of payment on any unpaid balance. Interest is charged at the following rates: Delinquent Date Annual Interest Rate Daily Interest Factor Interest: 5/27/43 to and including 12/31/81 1/1/82 to and including, 12/31/82 1/1/83 to and including 12/31/83 1/1/84 to and including 12/31/84 6% 20% 16% 11% .000164 .000548 .000438 ,000301 . Those estates that become delinquent on or before December 31. 1981 will maintain a constant interest rate. The rate in effect when the tax first becomes delinquent will remain constant until the delinquent tax balance is paid in full. Those estates that become delinquent on or after January 1. 1982 will contain a variable interest rate. Thus, taxes that remain outstanding from calendar year to calendar year will be subject to the different rates in effect on each January 1. Interest is calculated as follows: INTEREST . BALANCE OF UNPAID TAX X NUMBER OF DAYS X DAILY INTEREST FACTOR. If a tax balance remains outstanding for more than one calendar year, a separate interest determination must be made for each year at the applicable rate. (Only one calculation is necessary if the estate maintains the constant interest rate.) Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the notice. If payment is made after the mterest computation date shown on the Notice. additional interest must be calculated. To Remit Payment: Detach the top portion of this Notice and submit with your payment to the Register of Wills of the county shown on the Notice. . Address information is listed on page 13 of the booklet. "Instructions for Inheritance Tax Return for a Resident Decedent" . Make check or money order payable to: Register of Wills, Agent .._______ ._____..___.~______ ._n. ___. ___ _._____. .__.____. __.. .__ _________._____.___.___ _____ REV.1162 EX 11/82 COMMONWEALTH OF PENNSYLVANIA NoNo87481 DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX .. .~ . '.-'" . ... . m ACN m AMOUNT Assessment Control No. I RECEIVED FROM: re. 8. MOXgenthaler _c7o---_~~rji.==I~iit, E8q. 44 8. Hanover street I J L c..lli.lii~ ...~:"oi' I 2 I ESTATE INFORMATION~1_80_61a FILE NUMBER I 3 NAME OF DECEDENT HICICBY JEAN E. ! 4 DATE OF PAYMENT S~ember !l~~T 1984 MI 101 257.50 ..~ ~ RECEIVED BY / / /. ' , . (; - ,.''' .' ,./SIGNATURE/ .. . .) I ~ ~: ill . =, Ii "", . l e ~_J! POSTMARK DATE COUN1Y DATE OF DEATH Cumberland September 1, 1980 REMARKS [ijTOTAL AMOUNT PAID 257.50 SEAL ~- -.... -.. REGISTER OF WlLLS w~_... .L..L___......__..... . ~ ......-- ~ -- -------------------------------------