The URL can be used to link to this page

Home My WebLink About80-00631 "'\>':' '. ::;':'~;~".:" .'''",' .:i;~:.,::. . ~.'., " : :~,. d!;:, ! ~\., ,: ',;':;(':;-"'; .~:"i: _, .. :'~.' ::.: ':':: ' -';: <:S:~i-" .. - ;':. " ."', -c.",. ,~- . ~. M :.t) A ~ . :J:l i ~ ~ . ~ ~ >t ~ '.;;- ~ ~ !l1 S ,..........." A ~ t.> Cl 0 !5 >t . ~ . :r:: Cf.l ~ i ~ i ~ H II: 0 Cf.l It: 0 tal .. "tfI.. .5 \!' . LIJ o 00 I - M .'t' . o Z ',c' ,::' . I~' '~: I. .;,. ....,-., .~.. LAST WILL AND TESTAMENT I, HARMON H. REED, of the Borough of Shippensburg, Cumber- : land County, Pennsylvania, being of sound mind, memory and under-: standing, do make and publish this my Last Will and Testament, hereby revoking and making void any and all former wills by me at' any time heretofore made. FIRST. I direct my hereinafter named Executrices to pay all. my just debts and funeral expense s as soon as conveniently may be' after my decease. SECOND. I hereby acknowledge that my daughter, BONNIE S. REED, has various household items at my residence at 614 Glen Street, Borough of Shippensburg, cumberland county, Pennsylvania, '! which property belongs to BONNIE S. REED and is not part of my Estate. THIRD. I give, devise and bequeath my lot of ground with dwelling house erected thereon, situate at 614 Glen Street, Borough of Shippensburg, cumberland County, Pennsylvania, to my wife, VIRGINIA M. REED, for and during the term of her natural life so long as she desires to use said premises as a home or until she remarries, she to pay all costs of maintenance thereof, direct my hereinafter named Executrices or the survivor of them or such successor fiduciary as might be appointed, to sell said A. In the event my said wife is then living, that is, at the time of the said sale, I give and bequeath one-half of the NORMA BAKER and BONNIE S. REED, the said one-half to be shared equally by the last aforementioned three legatees. I. -f/a:> A~,;(~j;SE4). . ,i B. In the event my said wife is not living at the time of , " said sale, I then give and bequeath in equal shares, share and share alike, the net proceeds from the said real estate to my three children, CALVIN L. WONDERS, JR., NORMA BAKER and BONNIE S. " REED. FOURTH. I give all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, as follows: one-half of the same to my said wife, " VIRGINIA M. REED, and the remaining one-half of the same in equal · shares, share and share alike, to my three children, CALVIN L. WONDERS, JR., NORMA BAKER and BONNIE S. REED. FIFTH. I hereby nominate, constitute and appoint my wife, i VIRGINIA M. REED, and my daughter, NORMA BAKER, or the survivor o~ them, as the Executrices of this my Last Will and Testmnent, my said Executrices to have full power and authority to do any and all things necessary for the complete administration of ! my Estate; , I including the power to sell my real estate as hereinabove set forth, at public or private sale, whichever in their discretion they deem proper, without any Order of any Orphans' Court: and I further direct that my said Executrices not be required to file " any Bond in connection with the settlement of my estate. IN WITNESS WHEREOF, I, HARMON H. REED, have hereto set my Ii hand and seal to this my Last Will and Testament, written on two (2) sheets of paper, this 17th day of May, 1976. *". ~,L( ~'EALl: Signed, sealed, published and declared by HARMON H. REED, the ", Testator, as and for his Last Will and Testament, written on two (2) sheets of paper, in the presence of us who have, at hi s II request, signed our naJl'-'S as wi tnesses here to in the presence " of the said Testator and of each [' other. ~ {)AA -;/ '/: rL <::. t)-?:.-T \ \ ~~41'.?~ -2- OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, thc Register for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland, personally camc Virginia M. Reed and Norma Baker who, being duly sworn depose and say that as Executrices , do of the last Will and Testamcnt of Harmon H. Reed, alkla, Harman H. Reed deceased they will wcll and truly administer the goods and chattels, rights and credits of said deceased according to law, And also will diligcntly comply with the provisions of the law relating to Transfer Inheritances, Sliorn and subscribed before me, September 30 A.D" 19~ tf.. i1 r<<-- m. R~ UiL- ytt41'>'lAC/ !3d1v ~ a.~ 7 Register ~ M (.l) u. o -.J -.J - ~ '''; : $ :01 ~cu ,,;t> ct:;Ql :Q ~ "" co: R ",: :I:, cu: -....: .:<, -....: C'O: "", Ql: Ql: c:~ " :I:1 "" 0' E: ....' <0: :I: , 0' co: '" ~f <t' co, *1 .-l1 ~ 1-<, 8 Ql: i:l:l .a' ...... 0: ...... .' +J: '- . u: ::= u 0: = E-< '- lil 'tl Ql 'tl III .... t- o * t> Ql 1l .... Q) 'tl l ...... = ,- 01 r:. .-l "" \0 I o co I .-l N Q' CO : . : -: M1 ~ o Z $ .fl '" ril DECREE Be it remembered that on the 1st day of october ,A,D,,19~, there was probated and recorded the last Will and Tcstament of Harmon H. Reed, a/k/a Harman H. Reed late of Shippensburg , Cumberland County, Pennsylvania, Virginia M. Reed & Norma Baker Deceased. Letters Testamentary were granted to Witness my hand and official seal the day and year aforesaid. 9J(!l7 (2, ~lster'~ . .' 78 . i III! $i 1-=~ Ii 11I;-~41j ; - (l~ tMJ (: f'.:" .>. ,', , .~~',. /, . ...-..;..-.....' ~ Ii ~ ~ m :J t " ~ ~ U Id ~ 0 j ~ ~ ~ m M >- ~ M ( 0 )( ,; -j > z 0 0: Id it m ~ I- z m 0: ~ ci a: 0 m m W ~ ~ a: z Id m <( m . 0 . , a: z m ........ I\';l "" \ ~ ~ I ...... "\<; 11:.. (l) t"': "'- "'::lc -0" ~:r:....-j '- :=:'" .... <0 ~ ::Sor-! 00" u", ... > " >,- .f.J~~ '" " '" '1""4::1 s::: 000" "u " "" .,. ~ -g .. 0<0 " -..... '" .... '" U (l)'rl .,...j .c t"-f ""E.... ""::l <0 ouu COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND r l J n: NORr-lA BAKEt( according to law, doposes and says that sho is one of the ExecutrJ.ces of the Estate of Harmon H. Reed, a/k/a, Harman H. Reed, lato of ___.n_,_.~5J1:IgtLo~,.Sh:i.PECJ1i:lI:l!rr.g.. , Cumborland County, Po., docoosod and that tho within is on invontory modo by she and Virqinia M. Reed,. Co-Executrix,~ of tho entire estote of said decedent, consisting of all the porsonal property and rool estate, excopt rool ostote outsido tho Commonwealth of Pennsylvania. and that the figures opposite each itom of the Inventory represent it's fair value as of the date of decedent's death. being duly sworn SWorn v~~ i1~ <..:o-Exeeuior . Administrator and subscribed before me, ~/ Address 19 81 314 West Simpson Street (GGY A, SIMPSO~. tlOIARV PI IC IANICSnURG BORO. CUMRlRIANIJ COUNII MY COMMISSION EX~IRlS APR 30. 198.\ Member, rcnnsylvanii AsSOCIation of Not.'ll:lS Mechanicsburg, Pennsylvania 17055 Dote of Death 30 1980 June Month Day Vu, '"' .- INSTRUCTIONS s~ I. An inventory must be filed within three months after appointment of personal representoti~~ ;;1,\"-:' 2. A supplement inventory must be filed within thirty days of discovery of additional assets, ;: .": ], Additional sheets may be attached as to personalty or realty ~:5~ ") . 4, See Article IV, Fiduciaries Act of 1949, ~::: ~:.:S 03 ","" ~ fTl'" ",'"' _0 (n'" -- "10 "l~ N ". "\.;' \0 ,:;; 'C' -, -0 .L.... ,.> ~:., '-'-' ., -oJ ~ , ::r: i i s::: ..,; >- ~ .. .... W ~ ! ~ '" .... oo .-l w ~ . '.... .. "" 0.. ~ .s::: u .. \D 0 0 '" tI) .. '" "" I w '" w C oo .. 0 I- J: 0.. ..... 0.. , 0: co .... -' LL. III 0 oo IJ ~ Z 0 0 I LL. -' <( 0.. ~ .-l W 0 <( W . .s::: ,;. j N > Z '" J g> - Z 0 0: C ~ " 0 '" Z 0 '" U Z w <( . ~ 0.. ::r: ..., 0: s::: oo ... .. J: 0 .. ..0 ..., ... .. E - ..!! 0 oo " 0 -' U it III - ~WEl\LTH OF PJN.JSYLW\NIA :;5 OJllN'l'Y OF CWlBERLIIND VIRGINIA M. REED, being duly sworn a=rding to law, deposes and says that she is one of the Executrices of the Estate of Harmon H. Heed, a/k/a, Hannan H. Reed, late of Boroogh of Shippensburg, Cumberland County, Pennsylvania, deceased, and that the within is an Inventory made by she and Nanna Baker, Co-Executrix, of the entire estate of said decedent, consisting of all tlle personal property and real estate, except real estate this :.!9th June , 1981. 7ki:;iCA..> YYI. 12..u.-d- Co-Executrix 614 Glen Street Shippensburg, Pennsylvania 17257 outside the Catmonwealth of Pennsylvania, and that the figures owosite each itan of the Inventory represent its fair value as of the date of decedent's death. SWORN and SUBSCRIBED before me, SIlty I, $mllh, !:)I~~~ Public Shiilcensb f', C<!j,)URh, Cum~c:rand County M~' (;()mrni~j(m [1:flire5 Mar. 26, 19B3. Member, Penns/lvc:r,ia A':.Mciill:on 01 N~lmes . ,'- ;3. , " ~- '.' ,~' w ,-, r;: 0. ~. . ~~l :'~'CJ \.- ~z ~., '" ':::<::: N ~. J (;1('" ;;; U':Er: wl:J Ow c'- =s 'CO 0::(.... ~z. 0(3 ""=> Ow ~ ~u ~'" SO L> I\PPR1\ISEMENT OF PEPSOX1\t PROPERl'Y' Harmon H. Reed Estate .. 6 piece, Reproduction Cherry Finish Bedroan Suite Reoro:luction Plank Botton Rocker r.arge Blanket Chest Wash Stand sewing Stand :Joor ML"Tor 5 piece, Wash Bowl Set (D:acked and Chipped) ~.all Stan:l. 9 piece, Reproduction Cherry Finish Dining Roan Set Stlall Reproduction Cherry Finish Setee 3 Wooden Bar Stools - $15.00 Each ~lvinator Coppertol!e Ref:dgerator 2 !ialf Shade Table Lights - $20.00 Each Piller She:!.: Clod< (~ot in working condition) Re!?roductiol! Cherry Finish, Grand!nothers Clock l\'J.rlitzer Spi!1Ile': Pic'J1o and Stool Sylvania 23-inch Console Colored Television (Used 1\pprox. 8 yrs.) Maple Pale Light Iron Pot 3 Cherry Pil".ished Dropleaf Sta'1ds - $30.00 Each Cherry Finished Coffee Table Wash Bowl and pitcher Early American Living Roan Sofa 9T1all Cherry Finished Stand S!nall Padded Foot Stool 2 Lazyboy Living Roan Chairs - $80.00 Each 2 Table Lights - $10.00 Each TOrAL r .J 195.00 35.00 75.00 65.00 15.00 3.00 25.00 20.00 350.00 50.00 45.00 80.00 40.00 25.00 195.00 450.00 50.00 :'5.00 10.00 90.00 25.00 45.00 90.00 30.00 25.00 160.00 20.00 " ,',' $ 2,228.00 \ ; i I , co ".- .(.... 1.0, "') 5.-.: <... o~ " '" '-' c. c.: o. !/'c..; Li." Zc 1"_1, 0\ ....c..... C'.... :r:.r 6e., N c..-, tLJ~, """ I):CC <:>1- i:5 0..... 0:(.1; '", 0" x:~ u"" [5::> ......... - Q::Q:: SO -'U U REV-150!' EX -+ IU.lU) IlUREAU OF EXAMINATION P"ENNSYLVANIA DEPARTMENT OF REVENUE P.O, BOX 8327 HARRISBURG. PA 17105 INHERITANCE TAX RETURN RESIDENT DECEDENT File Number .;t \-~b- DLD 3/ DECEASED Dale of Death Decedont's Address lD\~ ~1U'\ St. ~~ip~U\SblJ.(~ P Pr \"~S7 3. Remeinder Return 0 CHECK 1, Original Return 0 2. Supplementel Return 0 APPRD, PRIATE 4, life Estate 0 5. Fad...1 Estate Tax D Return Raquired. 6. Oecedent died testate 0 7. Oecedent maintained a living D 8. Number of safe daposit 0 (Allach copy of Will) trust (Attach copy of trust! boxes inventoried All correspondence and confidential tax infermation should be directed to: BLOCKS CORRE- SPONDENT Nam Recapitulation 1. Real Estate (Schedule Al ( 1) 2. Stocks and Bonds (Schedule B) ( 2) 3. Closely Held Stock/Pastnership Interest (Schedule C) ( 3) 4. Mortgages and Notes (Schedule D) ( 4) 5. Cash & Miscellaneous Personal Propesty (Schedule E) ( 51 RECAPIT- 6. Jointly Owned Property (Schedule F) ( 6) ULATION 7. Transfers (Schedule G) ( 7) 8, Total Gross Assets hotal lines 1-71 AND 9. Funeral Expenses Administrative Costs/Miscellaneous Expenses (Schedule H) ( 91 TAX 10. Debts/Mortgages/Liens (Schedule II (10) 11. Total Deductions hotallines 9 & 10) 12, Net Value of Estate {line 8 minus line 111 CALCU- 13. Charitable Bequests (Schedule J) LATION 14. Net Value subject to tax !line 12 minus line 13) ( 8) (11) \D) ~3~,~~ (12) (13) !l4) Computation of Ta. 15. Amount of line 14 taxable at 6% me (151 !include values from Schedule K) 16, Amount of line 14 ta.able at 15% rate (16) !include values from Schedule K) 17. Principal tax due (add tax from line 15 plus tax from line 16) 18, Total Prior payments: (a) Amount Paid (b) Plus Discount (c) Minus Interest !l81 19. Balance Due (line 17 minus line 18) Make Check Payable to: Register of Wills. Agont ... PLEASE RECHECK MATH." ..06= ..15= (17) !l9) Under penalties of perjury. I declare that I have examined this return. including accompanying schedules and statements. and to the best of my knowledge and belief, it is true, correct, d complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. .3 lip Ii CJ.-. ADDRESS I "-t DATE Zip SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE REV.455 (1.80) COMMONWI!AL TH OF PENNSYLVANIA . DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATE~'ENT OF DEBTS AND DEDUCTIONS --*- _~...::=_~_...z:;,.":,;",,;,;,,,'-'-_. _ . - . Estate of Harmon H. Reed, a/k./a, Harman Date 01 Death June 30 1980 II. Reed . WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: File No. 21-80-631 Claimant Virqinia M. Reed _ Relationship to Decedent Wife Claimant's Address 614 Glen Street, Shipocnsburq, Pennsvlvania 17257 ITEM DATE NAME OF PAYEE REMARKS AMOUNT NO. Fogelsanger Funeral Hane Funeral Expense 1,728.60 Tristan Associates Radiolmist" Medi"'''l A .~ -.. , 2'" nn Carlisle Radiology Association Medical Account 195.00 Masland Associates, Inc. Medical Account 420.00 Cooley Association Medical Account 60.00 Belvedere Medical Corporation Medical Account 420.00 Gordon H. Baker, Appraiser Real Estate Appraisement 25.00 ~,J.S1:~ Qr ~WJ..L /:; o~ Pr~~~e WJ..LL ana. Issumlce or <1 nn Cuffiberland Coun PA Let rs ~~~ifa QI:_WH ~ 01: File Annraisanent and Inventnrv 6.00 Cuffiber and Coun PA ~rranafC~ E\} ,oSA File Statement of Debts and Deduction 5.00 Robert J. Yocum, Attorney Mvanced cost for short certificates 2.00 ~J.ster 01: Wills gf !ge Account and Schedule of Dist. ,nn nn Co. & ReCOrder of Deeds CUmberland Law Journal Mvertise Letters Testament-"rv 18.00 News-Chronicle Canpany Mvertise Letters Testamentary 15.00 Robert J. Yocum, Attorney Professional Services Rendered 2,255.33 vugllUa M. ReeC1, wire 01: 1,,__, ,.. -- ? nnn nn Daniel D. Hershey, Appraiser Appraisanent of household items 15.00 \[JIgllUa M. Reed & Norma Baker , F",'" ? ..,~~ ?? TOTAL THIS PAGE I 10.832.26 I hereby certify that to the best of my knowledge and beliel the foregoing is a just and true statement of debts, luneral expenses and expenses of administration submitted to the e~tal~ as dedudio for Inheritance Tax purf:o~is,/ /' '..... '. o. , 1/ 0 81 ..l., " "-,..(/I,\J, d.,; ''-'-l :~j' /, - SIONATURE OF ATTORNEY/FIDUCIARY DATE OFFICIAL USE ONLY DEeTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ AT PERCENT. REGISTER OF WILL.S DATE GENERAL INHERITANCE TAX INFORMATION ..: . Unsutislied li;,bilities incurred by tll" dccedent prior to his/her death are deductible against his/her taxable estate. In addition to debts incllrred by the decedent or estate, other items are claimable including the cost of administration, ullorncy lees, liduci,"y fees, luneral ,md buri.ll expenses including the cost of a burial lot, tombstone or grave marker. All debts bein~1 claimed a~ainst an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Relllm is liled. 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 of $2.000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania, \I thero is no spouse, or il the spouse has forfeited his/her rights, then any child of the decedent who is a member of thc SlIme household can claim the exemption, In the event there is no such spouse or child, the exemption can be claimcd by a pawnt or parents who arc members of the same household as the decedent. , .", v n > t'1 ::- ~ Z ::- 0 0 v <fl v - ~ n c: 0 ..., Z s: Z t"" t=1 t=1 ~ Z ::0 > 0 - 9 t"" Z Z t'1 .... t'1 ..., z 9 ..., -< t'1 - 0 <fl <fl Z 0 <fl 0 ..., 0 .." .." ::0 ~ ~ 0 - .,., 0 ":l - Z n - > t"' :"" c: :> <fl ,. t'1 C ..:;: 0 c..~. ' ~ , '. Z Lt." :!)~:s ~ r..:;.: - -< -< o::.l....: Z OG ~~ tT1 t'1 ~ <->w u::!:: > > ~a:: - ~w ;;:l ::0 ~ u INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2. Assign consecutive numbers to each item listed. 3. Enter the date on which each debt was incurred and/or paid. 4, Enter the names 01 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, . COMMONWEALTH OF PENNSYlVANIA DEPARTMENT OF REVENUE BUtEAU OP lXAMINATION P.O. lOX 8327 HARIUsaURG. PA 17105 1/. /.3/ -- ,;( INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) FILE NUMBER 21-80-631 . RE~.1500 EX+ (8-83) + 19, II line 18 iI greoler than line 17, enlor Ihe difforence on lino 19. Thi. i. the OVERPAYMENT. A. DCh'eck here if you ore requesting a refund of your overpayment. 20. IIlino 17 i. g,eoler Ihon line 18, onler Iho difference on line 20. Thi. illho BALANCE DUE, A. Enter the inlerest on the balance due on line 20A. B, Enler Ihe tolol 01 line 20 and 20A on line 20B. Mako Chock Po ablo to: Ro 1110. of Willi, Agont ..BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH.... Under penalties of perjury.. I dICier. that I hove examined this return, Including accompanying schedules and Ilofemenl., and to ,h. best of my lenowledglt and belief, it is frue, correct and compl.te. I declare that all real.stat. has bun reported at truet morlcet volue. Declaralion of prepare' other than the porsonal r.presentative is bas.d n a~lin.form.atlon of which pr~r.r has any knowl.dge. __ ., . . f('..u..d..- . Shi en5hur PA 17257 --.:; - /4-''iH SIGNAl .' F 'ERSON RESPO~S~E fO FILING RETURN 314 B~i5 Simp50n Street OATE ,( ~<<, / 'iJa ...tL- Mechanic5h Ir PA 7 5 'i/, 'd . c-,6l---- 116 E, K St, Shi nen5bur SIGN TURE Of PREP R or,!jrR THAN REPRESENTATIVE ADDRESS o ~;; III Uo...... .".o~u :1:"<(9 U:: III <( ... z ... o ... U ... o DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENt.S ADDRESS Reed, J'Jarmon II" aikin, lIarman II. SOCIAL SECURITY NUMBER DATE OF DEA1H 61'1 Glen Street Sh ippcllsburg, PA 17257 Co., Cum her 1 and 204-01-1366 6/30/80 ... ",z ...... ..0 ..z 00 Uo. 01. Original Return [] 2, Supplomonlal Relurn 04. Ufe Estate 0 40. Future Inferest Compromise 06, Docedonl died 10.lote 07. Decodonl maintained 0 IiYing Iru.1 ANoch co 01 Will ANach (0 of Irull ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME ADDRESS o 3. Remoindor Relurn o 5. Fedoral E,'olo Tax Return Required _8. Total Number of safe deposit boxes Robert J, Yocum Attorne TElEPHONE NUMBER 116 East King Street Shippensburg, PA 17257 (717) 532-5712 CITY STATE ZIP z o 5 :::l ... ;: ~ ... .. 1. Rool E.tole (Schedule A) ( 1) 2. Stock. and Bond. (Schedule B) ( 2) 3. Cla.ely Held Slack/Partnership Int.re.t (Schedule C) (3) 4. Martgago. and Nolo. Rocolyablo (Schedul. D) ( 4) 5. Ca.h, Bonk Depa.ll. & MI.celloneeu. Personal Praperty( 5) (Senedule E) 6. Jointly Owned P,operty (Schedulo F) ( 6) 7, Tran.lers (Schedule G) (Schedulo l) ( 7) 8. Tolol GrolS AlSol. (10101 line. 1.7) 9. Funeral Expenses, Administrative Costs, Miscellaneous ( 9) Expen... (Schedulo H) 10. Debl., Mortgago Uobilitle., Uen. (Sch.dulol) (10) 11, T 0101 Deduction. (10101 line. 9 & 10) 12. Net Value of E.lole (line 8 minu. lin. 11) 13. Charilablo and Goyommenlal Bequo.l. (Schedule J) 14. Net Valuo .ubjoct to tax (line 12 mlnu.line 13) 15. Amount 01 line 14 taxable at 6% ,ole (indude yalue. Itom Schedule K or Schedule M) 16. Amaunl 01 line 14 taxable at 15% role (indude yolu.. Itam Schedule K or Schedul. M) 17. Principal lox due (odd tax Itam lino 15 plu. loxlrom lin. 16) ( 8) 1033,35 113,32 (11) 113,32 (12) 920,03 (13) 920,03 (14) O?(l no:; x .06 = 55.20 x .15 = (17) 55.::10 Interest 1033.3S (15) (l6) z o ;:: :! :::l 0. ~ o U ~ 18. Total Prior payments: Amount Paid Discount (l8) (19) (20) (20A) (20B) 55 ?IJ PA -.:r-tLI-fL/ DATE .' YES NO 1. Did decedent make a transfer and: a, retain the use or income of the property transferred, b. retain the right to designate who shall use the property transferred or its income, c, retain a reversionary interest or d. receive the promise for life of either payments, benefits or care? ..------....--...-.-..-.-........-..-....-.-.--.-......----------......-.------.....-.-.-....-.-.-.-....-.-.-.--.---...... .-.- .... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .......-...--...-.........--..........---..------...---.---------....---------.......---------.-.-----.-....--------.----. --.- ..-- 3. Did decedent own an 'in trust for' bank account at his or her death? ---........--..-...---...---.........---.......-..........---..........------.......-.........-....--......--------------- -.-.- -.-. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ~. ~ ~ .- 1i:. : .- I:. ,....(... C"- - c.' ~ :..~~ :..:;;-,; li...JL.l " <5~~ c:::i- = ~VI = ~~ 00 uu, '-:..:> ~C'~ -<:r l.J~u iiO ., " 101 REV, 1S41EX (02-84) BUREAU OF ACCOUNTS SETiLEMENT PENNSVL VANIA DEP ARTMENT OF REVENUE P.O. BOX B903 HARRISBURG. PA 17105 NOTICE OF 11lHERITUlCE T~ APPRAISEMENT. ALLO\lUlCE OR 01SALLOliUlCE AeN OF OEDUCTIONS. U10 ASSESSMENT OF T~ Hl\RMON H OATE 4 FILE NO, 21 80-0631 COUNTY C E SUBMIT THE UPPER PORTION OF THIS NOTICE \11TH YOUR T~ ABOVE COUNTV. MAKE ctlEct<S PAVABLE TO "REGISTER OF \111.1.5. ESTATE OF REED ~'fE OF DEATH 06-30-80 NOTE: TO INSURE PROPER CREOIT TO YOUR ACCOUNT PAVMENT TO THE REGISTER OF \111.1.5 OF THE AGENT" , ~ ~~9~~ _'l'!~ H"'- _ _ _ ~ _ ~;,^I~ - 'O_~"'_ ~~~ _f_O~_ ~91!'! ~!'99~9~ -~ - - - - - - - - - - - - - ~.-'-'.- ROBERT J ~OCUM l\TT~' 116 EKING ST BOX 336 SHIPPENSBURG pl\ 17257 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE , \ " J REV. 1547EX 102-84) BUREAU OF ACCOUNTS SET,LEMENT PENNSYLVANIA DEPARTMENT OF REVENUE P,O. BOX 8903 HARRISBURG. PA 17105 NOTICE OF INHERITANCE TAX eN APPRAISEMENT. ALLOWANCE OR DISALLOWANCE A OF DEDUCTIONS. AND ASSESSMENT OF TAX 101 DATE ESTATE OF REED HARMON H FILE NO. 21 80-0631 DATE OF DEATH _06-30-80 COUNTY CUMll.EJlLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF WILLS. AGENT" . ROBERT J YOCUM ATTY 116 EKING ST BOX 336 SHIPPENSBURG PA 17257 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS - ---- --- ----------- --- - - --- - - - -- ~ - - -- - -- - - - ---- - - --- - -- ----- - - - - ---- --- TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX NOTICE OF INHERITANCE REV, 1547EX (02-a41 ESTATE OF REED DATE 06-18-84 ACN 101 HARMON H FILE NO.21 80-0631 I CHANGED 9. Funeral Expenses/Administrative Costs/Miscellaneous Expenses (Schedule H) 10. Debts/Mortgages/Liens (Schedule II 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests (Schedule J) 14. Net Value of Estate Subject to Tax NOTE: If an assessment was Drevtously Issued. lines 14, 15 and/or 16 and 17 wtll reflect figures that include the total of.AlL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of line 14 taxable at 6% rate 16. Amount of Ime 14 taxable at 15% rate 17. Principal Tax Due TAX CREDITS: TAX RETURN WAS. (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: 1 SUPPLE!!ENTAL 1. Real Estate ISchedule A) 2. Stocks and Bonds (Schedule BI 3. Closely He~d Stock/Partnership Interest (Schedule Cl 4. Mortgages and Notes (Schedule D) 5. Cast'! & Mlscellaneou:; Personal Proper ty (Scnedule E) 6. Jo,ntly Owned Property (Schedule F) 7. Transfers (Schedule Gl 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: PAYMENT RECEIPT DISCOUNT (+) DATE # INTEREST (-) 03-27-81 000573 .00 11-12-81 069810 60.86- 05-16-84 061207 8.61- INTEREST IS CHARGED FROM 05-17-84 TO 07-03-84 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM.- . IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST RETURN ( 11 ( 2) ( 31 ( 41 ( 51 1 61 ( 71 .00 .00 .00 .00 1,033.35 .00 .00 1,033.35 ( BI ( 91 1101 113.32 .00 (111 1121 (131 (14) 113.32 920.03 .00 35,194.41 (151 (161 35.194.41 .00 2,111.66 .00 2,111.66 X,06= X.15= (17) AMOUNT PAID 476.98 1,638.24 55.20 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 10.71 .08 10.79 (If Balance Due is less than $1.00 no payment is required) RECORDEl'(f" r.:EG1=.r;,." '84 .J\I~: 19 PH'l, CL~I\K -uF'!'!I' 'J':' CUI'\[I:.ii~,;' I' . : RESERVATION: In the event that any future interest in thiS estate is transferred in possession or enjoyment to collateral (Class B) heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral (Class 8) rate on any such future interest Purpose of Notice: to fulfill the reQuirements of Section 709 of the Inheritance and Estate Tax Act of 1961 (72 P.S, section 2485-709). Objections: Any party in interest not satisfied with the appraisement. allowance or disallowance of deductions. or assessment of tax hncluding discount or interest) as shown on this Notice must Object within sixty (60) days of receipt of this Notice. Objections may be made as follows: - by written protest to the Department of Revenue. Board of Appeals - by electing to have the matter determined at audit - by appeal to the Orphans' Court If any tax due is paid within three (3) months after the decedent's death. a discount of five percent (5%) of the tax oaid is allowed. . the discount period is calcuialed in calendar months. Example: date of death 1-15-82. discount period expires 4-15-82. Discount: Interest: Except for tax on a future interest. inheritance tax becomes delinquent 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 - date of last delinquent payment to date of payment on any unpaid balance. Interest is charged at the following rates: OelinCluent Date Annual Interest Rate Daily Interest Factor 5/27/43 to and ineluding 12/31181 111/82 to and including, , 2/31/82 11 1 /83 to and including 12/31183 1/1/84 to and including 12/31184 6% 20% 16% 11% .000164 .000548 .000438 .000301 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 balance is paid in full. 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 different rates in effect on each January 1. 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 reflec"t an interest calculation to fifteen (15) days beyond the date of the assessment. 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 payment to the Register ('If 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 J ~, n s )/ ,. . ~ e - ...-jJ ------_.~-_. ----- -~-- ---- -'- ._-. -.. ... --. -.----- .. -- - -- .. ._. __h_ "_" 1 AEV.l1UEX11/82 u0613 6 COMMONWEALTH OF PENNSYLVANIA Nelli 9 DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX ~- ~ o G .@L AMOUNT Assessment Control No. RECEIVED FROM: r Virqini. M. Reed C/O Robert. J. YOCUIII, P.O. BOX 336 Shippenaburq, Pa. 17257 101 11. 24 _____-:-1 Esq. L .J ESTATE INFORMATION: FILE NUMBER NAME OF DECEDENT DATE OF PAYMENT POSTMARK DATE COUNTY DATE OF DEATH REMARKS 21-80-631 REED aARMAN ~l.Y:~19 iW4 July 18, 1984 ClI.IDberland June 10, 1980 MI . H ~TOTAL AMOUNT PAID 11.24 SEAL RECEIVED BY 'j ,../., (. / .. . v' ./ ,<~' i ~ / SIGNATURE ...- HEGISrfH 01 'ivil,LS 1Ill_.... .." ___:I:... __.,.....". "-.__0-"__ -- 1 __-'- ."... -- -- - ---------------------. --------- -----.------- .~a:....r..t'..-:"i'.;,~~.".....""',-~....d.-n.:p ...:. "'~":':""~-oo.~ .__. I II 1\ III IN RE: ESTATE OF llARMJN Il. REED, I 1\ alk/a, Harman H. Reed, Late of , Borough of ShiRJCnsburg, Cumberland county, pennsylvania, De02ascd I I IN TIlE COURT' OF c:lH-\ON PLEIIS OF CUMBERIl\ND COUNTY, PENNSYLVANIA ORPHANS I COUR1' DIVISION Date of Death June 30, 1980 PROPOSED SOlEDUIE OF DISTRIBlJl'ICN '!'he Accountants, VIRGINIA M. REED and NORMA BIlKER, Executrices of the Estate of Hannon H. Reed, a/k/a, Harman H. Reed, late of the Borough of Shippensburg, Cumberland County, Pennsylvania, deceased, pursuant to the provisions of the Last Will and Testament of the said Decedent, a copy of which is attached hereto, and further pursuant to the provisions of Pennsyl- vania Statute, entitled, DECEDENTS, ESTATES, and FIDUCIARIES, as amended, suggest the following Proposed Schedule of Distribution: BI\lANCE FOR DISTRIBUTION (As shown on Canposed of: CASH MISCELLl\NEOUS HOOSEHOLD ITE1o\S, IN KIND account) $ 46,831.40 $ 48,609.40 1,778.00 TO: VIRGINIA M. REED, surviving '/life of Lecedent, the following household items, in kind, clairred by said wife on account of Statutory Family Exemption: Six piere, reproduction cherry finish bedroan suit Reproduction plank bottan rocker Large blanket chest Wash stand Sewing stand Door mi=r Five piere wash bowl set anall stand Nine piere reproduction cherry finish dining roan set Small reproduction cherry finish setee 'Ihree wooden bar stools @ 15.00 each Kalvinator Cbppertone Refrigerator Two half shade table lights @ 20.00 each Piller shelf clock - not in working order Reproduction cherry finish Granchnothcrs clock Sylvania 23-inch console colored television Maple pole light Iron pot Three cherry finished dropleaf stands @ 30.00 each Cherry finished coffee table Wash bowl and pitcher Early AIrerican living room sofa Small cherry finished stand Small padded foot stool TWo lazyboy living roan chairs @ 80,00 each Two table lights @ 10.00 eadl 195.00 35.00 75.00 65.00 15.00 3.00 25.00 20.00 350.00 50.00 45.00 80.00 40.00 25.00 195.00 50.00 15.00 10.00 90.00 25.00 45.00 90.00 30.00 25.00 160.00 20.00 "::, .~u/ 110';... .-'(," r.'-lJ 'I II TO: ! i TO: I II I TO: , II TO: VIRlINIA M. REED, surviving wife of D:!cedent - one-half entire estate of D:!cedent as per Paragraph Third, A and Paragraph Fourth of Decedent's will - Cash 23,415.70 CALVIN L. I'mDERS, JR., son of D:!cedent - one- third of one-half share of entire estate of D:!cedent as per Paragraph Third, A and paragraph Fourth of D:!cedent I sWill - Cash 7,805.23 NO~ BAKER, daughter of Decedent - one-third of one-half share of entire estate of Decedent as per Paragraph Third A, and Paragraph Fourth of Decedent's Will - Cash 7,805.23 BCNNIE S. REED, daughter of Decedent - one-third of one-half share of entire estate of Deredent as per Paragraph Third A, and Paragraph Fourth of Decedent 1 s Will- Cash 7,805.24 TIllS EXHAUSTS 'l'HE FUND $ 48,609.40 " .'(IJ/ ,,'~ . :(':.' r.....J.. -2- COMMONWEALTII OF I'ENNSYI.VAN J A 5S COUNTY OF CU~mERLANIl Before me, a Not~I'Y Puh I ic, the unoel's i !:ncd offi "er, person~ Ily ~ppeared VmGINlA M. IWEIl, Co-Executrix of the Estate of lIannon II, Reed, Inte of Borough of Shippenshllrg, Cllmberl~IlJ Coullt)', l'elllls)'lwlllia, deceaseo, liho heing duly SNorn according to Imi, deposes and says that the persons n~med in the liithin Schedule of Distrihution :Ire thc only ones entitled to parti- cipate in s~id fund for distrihution to the best of her knOldedge, and that the amounts miarded to them thel'ein are the correct ;)mounts paynb Ie to the said persons, tk~~tu 'm. ~..uJ" Virgi a M. Iloco - Co-Executrix Sworn and subscribed to before me, :..?~t;:S1:~J.~~':".I: ..., . I, .:-.;:.. . ., i' J' ..~ "". . ", f.3\~;~j~;:}\'~{:o't'~ #'i~J '~."~ . '-1 "'~'.\,.:..,,to, \'J.. J- . \::~~;;y!~~::".rr~ 'ff';": ~\? ...>~.., ~':...1., I t':, ~ . _/r..,.~ ". .." ~::~."~ .I~ -::",,:~'1~~.>" . ....,. this c2st.t'day of .July, 1984, Notary Public IlASElH 8, 'mIR. IlOtARY PDiUC PENN$801lO IWP" CUtlSERIAAO COURIT IIY COlllllSSIOI UPIRES sm. 12, 1987 "',mber. Ponn,yl,,,,1I ......111,.. .r ..t.ri" '0'-' ",.', ' '" , ". j " . h. l- ,cn ~I ('_vi II II ,I :1 'I I I !I li'l r.oMMONI~EAI.TII OF PENNSYLVAN I A II ~ II I I I COUNTY OF ClJMllERI.AND Before me, a Notary Puh I ic, thc undcrs i gncd offi cer, persona]]y appeared NORMA IlAKER, Co-Executri x of the !:stOlte of lIannon II, Ileed, late of Borough of Shippensburg, Cumbcr]and County, Pennsylvania, dcce:lsed, who heing duly Sliorn according to 1..1', dcposcs :lJld s:lYs that the persons named in the Iii thin Schedule of Distrihution are the only oncs entitled to IHlrticipate in said fund for distribution to the best of her knoNledge, and that the amounts miarded to them therein are the correct amounts payah]e to the said persons. ~''''rA/ 411 {/ onna Ilakcr - Co-Executrix Sworn and subscrihed to beforc me, ]j~~i:~i;\~'l .... '::'/) , ;;\'\:',...." / . p.... ..' ....\.. " '. '1' " " '. , , I ~1"1 'I ..... I,.., I.: ~ " ~ "..." "It....- thiso?.5ffiday of July, ]984. -, ,;;;c I Notarv I'u lic IlABElH 8, FETztA. IlOTART 'U I 'It PUNSllORO TWP.. CUll BERLAND UilITr III COIlIiISSIOW EXPIRES SEPT. 12, 1987 .Nlbll. Plnncytvani. ~Slotl.3tion of ttntariu I I ! II I , "U"" ,':':: .' .~ . .~~~ .'(,"'\ r':'d:'..'I , ..' 05 J:>. :...,~ '~n ,1' - '-,:C1 . :\ . t~:-: - "..,"') ~1 ~ ,~ .'0 .:>- 0 . eo "j .. ....1""4 (\j C" '" woO'" w "';' 0:0:'- Z ..Sl Ql >- ,""-'" 0 :: Po r:: .... ..... '" 1- I Z.c<l ::> gU)Q., CO 0 Q! "" . .... 0: ::;:0>- 1- CO ~ .., tIl t.L,..cC .... c 1 o eo" " 0 "- UJeu 0 !:;:0"C W 'CJ co'" ~4-;~-g ...J ::> UJ 0 f-4 r.n C Q)~ C'j :;l .. 4-J e ~ U W r:l::3 QJ tIl 0 O::~UQ ~.:.-:- ....... ~... ~_~>.~2;5 ,_ 0 ." C"". )i r:: .....- ~ IV ";I 5'tIS =..a ..... '"0 "" ~ :... -. :J :,! cQ,~c...:..IOl-o ,.g ~ aJ C "'0 U U ~ c:: ~ '0 .~ ~ ~ _0:=":::-::' . :> ':; ~ ... _ :::: ~ B ltl ::J ". ....... ~ :::J - J: tJ..Q~c-C.E:~ '= 'c C:"::l c:J =.:J o .... ~ .... -- :J ,... 1.11 to a :'J :,. C CJ -?Sa) U):)~'5 B 'Eg""O..sg~ ~ 11 .... ':;: '= ::: ~ .- :.;: 't; B ~ E WI) ~ ::: g; ':=; ~ :. ~ t: .;:::- .- C t- - ....c='.:.= tt~~ Q: '"' .v c:: ~ ::: :J C Jo': ~ ~ tJ 0 - ~ ~.- c:J ....,..",.3u.g.,g...c:c ~ 0 ~ ~ u c:J c ~ ...... _ 0 lU tn.c: C ~ 't:- c; "0 _ .0...... '" -0 E ... r):. ILl .. .c'-'- ~ 8e;;t::o-'tot'.s~~ Q ~ ~ = ~ u ~ .J '"'" F" .Q QJ .~ > '"' ~ ~ f en ~ ~ 'C ~ : ~ ~.~t-S it 'BE ~.g~: _f1~ o~15'g.c ~ S ... _ II g ~..-:" ~ o " ./: o " " '5 J ..,) ..r: ~ :;; .~ -<; N ~ ~..:: }1 :S~.! :: )~~:; .,.. ~g-=-:;'" > C. 1-<;' -= g' M ~ .; ~-...; >-~: ~ . ~. ~ ~;c: -~ ~]d~ _ :::.0- c __o<.o~:; 1.1 ~_.a E - ~ ~ ~ .. :c VI . . , i I I I i Ii I II, I', Nine piece reproduction cherry finish ctim,ng roan suIt Small reproduction cherry finish setee Three \iOOden bar stools @ 1~.00 each Kalvinator Coppertone Refrigerator Two half shade table 11ghts @ 20.00 each P1ller shelf clock - not in working condition Reproduction cherry finish Grandmothers clock IVlirlitzer Spinnet piano and Stool Sylvania 23-inch console colored television Maple pole llght Iron pot Three cherry finished dropleaf stands @ 30.00 each Cherry finished coffee table Wash bowl and pitcher Early l\merican living roan sofa Small cherry finished stand Small padded foot stool 'IWo lazyboy living roam chairs @ 80.00 each Two table lights @ 10.00 each PRINCIPAL DElH'lli CONTINUED Metropolitan Life Insurance Canpany, Proceeds from Life Ins. Policy Group No. 13500 Cert. No. 204-01-1366 ADDITIalS: To amount of Supplemental Appraisement filed in the Office of the Register of Wills of CUn1berland County, Pennsylvania, oonsisting of: Proceeds frcm public sale of miscellaneous tools, equipnent, garden tools, picnic table and benches, outdoor furniture, Net gain on sale of above described real estate, above original appraisement of $35, 000.00 (gross sale price, $60,000.00, less following settlement costs of Estate: Realtor's Commission - $3600.00: 1% Realty Transfer Tax - $600.00: Borough and County real estate tax, share of Estate - $87.86; final water and sewer rental account of Borough of Shippensburg - $22.83) (Credit Estate for share I of School real estate taxes paid - $146.42) \ Advanced by Virginia M, Reed, surviving \~ife of Decedent - Cash required to pay various bills of Decedent's Estate I I I II , i I i, I II 'IOl'AL PRINCIPAL DEBITS PRINCIPAL CREDITS Fogelsanger Funeral Hare, Ship., PA - Funeral Expense Tristan Associates Radiologists - ~1edical Acct. of Dec. Carlisle Radiology Assoc. - ~1edlcal Acct. of Dec. Masland Associates, Inc. - Medical Acct. of Dec. Cowley Association - Medical Account of Dec. Belvedere /oUlical Corp, - Medical Acct. of'Dec. Gordon H. IJaker, Appraiser - Appraiscrrent of Dec'ct. real estate Register of Wills of Cumberland County, PA - Probate \~ill and issuance of Letters Testamentary -2;-." -: 0 " , ~'("J"~I _. . '''_.. _ LJ JI.'-OUNT ----:35O.-'JO 50.00 45.00 80.00 40.00 25.00 195.00 450.00 50.00 15.00 10.00 90.00 25.00 45.00 90.00 30.00 25.00 160.00 20.00 7,878.64 etc. 1,033.35 20,835.73 4,670.58 $ 71,646.30 $ 1,728.60 1,281.00 195,00 420.00 60.00 420.00 25.00 31. 00 i' I \ \ 1\ ,i I Register of wills of cumberland County, Pennsylvania - : Pennsylvania Inheritance Tax Payment I cumberland LaW Journal - Advertise Letters 'l'estarrentary I News-Chronicle Canpany - Advertise Letters Testarrentary 'Register of wills of cumberland Ceunty, PA - File Pa. Inheritance Tax Appraisement and Inventory Register of Wills of Cumberland Ceunty, PA - File Statement i of I;cl)ts and Deductions Robert J. Yocum, Attorney - ReimburseIrent for advanced costs for Short Certificates Daniel D. Hershey, Auctioneer and Appraiser - Appraisement of oecedent I s personal household i terns Register of Wills of ClImberlaro Ceunty, PA - File supplancntal Inheritance Tax Appraisement and StateITent of Debts and Deductions Register of ~Iills of cumberland County, PA - Pa. Inheritance Tax payrrent Ausherman Bros. Realtors - Appraisal of real estate Nonna Baker, Co-Executrix - Reimbursement for notary fee Pa. Deparbnent of Revenue - 19B2 Incane Tax Return of Decedent I s Estate Bonnie Feed, daughter of Decedent - Wurlitzer Spinnet piano and Stool, in kind, per request and agreenEnt of legatees under Last Will and Testament of Decedent Register of wills of cumberland Co., PA - Pa. Inheritance tax Virginia M. Reed and Nonna Baker, Executrices of the Estate of Decedent - Executrices I fee Robert J. Yocum, Esquire - Professional Services Rendered Robert J. Yocum, Esquire - Miscellaneous office expense, affidavits, notaries, telephone, etc. Virginia M. Reed , surviving wife of Decedent - Reimbursement for monies advanced for payment of various bills following, of Decedent's estate: Fogelsanger Funeral Hare - Funeral expense Tristan Associates Radiologists - Medical expo of Decedent Carlisle Radiology Association - Medical expo of Decedent Masland Associates, Inc. - Medical expense of Decedent Cewley Association - Medical expense of Decedent Belvedere Medical Cerp. - Medical expo of Decedent Gordon H. Baker, Appraiser - real estate appraisement Register of Wills, Cumb. Co. PA - Probate Will and Issuance of Letters TestaIrentary Register of Wills, Cumb. Ce. PA - Pa. Inheritance Tax payment cumberland Law Journal - Advertise Letters Test. News-dhronicle Canpany - Advertise Letters Test. PRINCIPAL CREDITS CONTINUED 1,728.60 1,281.00 195.00 \, \ I II II II I, Ii II 1\ II II , , 420.00 60.00 420.00 25.00 31.00 476.98 18.00 15.00 -3- ". l' i', 'Of' _~ I I ,,- -. ( , "'\ f_;J\J ; .' ~: A'IOON'l' 476.98 18.00 15.00 &.00 5.00 2,00 15.00 10.00 1,638.24 40.00 1.50 13.00 450.00 66.44 3,557.00 3,557.00 50.00 4,670.58 COM~IONWEALTII 01' PI:NNSYLVANIA COUNTY 01' CUMBERLAND S5 Before me, a Notnry Puhl ie, the undersigned officer, pcrsonally appeared VIRGlNlA ~1. REED, Co-Executrix of the Est:lte of IInrmon II. Reed, late of Borough of Shippenshurg, Cumhcrlanu County, Pennsylvania, deceased, who being duly sworn according to I:l\i, deposes and snys, that the foregoing Account, both ns to items of charge nnd di sdwrge, is true and correct to the best of her knO\ilcdge, information and helicf, 11.0t~.4/ Vi ginia ~1. 1M' /.-u-ol, Ilced - Co-Executrix Sworn and s uhs cri bed to he fore me, this "sf/.. day of .July, 1984, '''' :~"r ': \. ,. :,;. ,~.;' " 1'"' .;~,..~.J./. " '~'I'I'" ...1.... '\ Irl,,,;.t, . _ "'J.l~~'I"'~.' . ...... .::'; ". (.'2J/.f:~i~::,~'\2);~ ) " - ..>..I....~)..I'.~ 1':,:- , ..~ . ,..'. , .' ,.'\," < '~':~."..:I~ :l\,I'L:."-- . /~ . ud~~ ary Public 1(11.\ H B. fETZEP. NOTART PUBLIC IVEST P !/BORO TflP.. CUIlBERI.A~D COUNTY liT CO"~ISSIDN EXPIRES sm. 12. 1907 Member. P"'"I)'lvlnilltu~cllltion of Not.uies :LtJ;: j ~u( . ..{\.f c..J,J ." , I I i' ;/ II i COMMONWEALTH OF PENNSYLV M: I A I SS i COUNTY OF CLJMBEllLi\NIl I I Before me, a Notary Puhlic, till' undersigned officer, personally appeared II """ "^""'. Co-",,"";' "r ,"" '",",,, ,,' ",,~" ". R,,'. '''" 0' "roo,h I of Shi.ppensburg, Cumherl:lnd County, Pennsylv,lIli:l, deceased, liho being duly sworn according to Imi, deposes and says, that the foregoing Account, both as to items of charge and di scharge, i.s true and correct to the best of her knowledge, information and helief. Sliorn and suhscrihed to hefore me, 6, it...... . /ilt,~t.cV' 'Cl'. .t_'::~<':"~""'~':~""" " Norma Baker - G0C~~1l~.hi'x'~:,,, ". :..~.?;,,'~~:..\\,. . I..~;.J: \ : ..{f\ . ..1' , lJ... - :.;~~:::S::~~;'~':""l:~~:>j . '(",. - "'4~ (L. \ .'\ ' .....~:' 't,' . ~~;-:~~.,..' ""."...:.\.,,\\' this c1.!ftJ.-day of .July, 1984. VA , ( J 0 ary Pub lie I' tliiA' i1H~, FfrWI, iJIlIARI PU8l1C ' WE r P MSiJORO !':ir.. CCllR!W.~O COU~rY If OM~lsS'ON EmirS sm. 11. 1991 MOil'lbar. P'nns~Jv.olli.t. Au.,ci,,'in~ M A;ol1rillt I I I I I II I ! ! I I II . :. ~.IU'-" . (, ,I - f I'.~,L. r_d 1 o r<J -.S} I C) C() , '0 . . . I OIl" .. ;....~ Q;:l '" w.c" t.:JVl:> "''''..... Ql >. ,o.VI ~ 0. '" -..-4 !: Z ~ Ql aU5p.. ~~ " <0>. - ... ~ ~ '" t:..~:i o ;:l 0 ou w.... ~o"c ~CQS::: f-< "", :/)4-l~C) t.:J 0 ~ U') Ql " Ql,o" ..... E U 52j88 "0" \.; 0: c. :: .' '. . 1:' -:;. 0: , .. .c :->, ~', ~ ; - -, .r.::.ol c: '"'." ~ NI C r: ", ~ <::.1\ C_, -a ." ---0' lH~0\ ......,::) 2.~i -:r; -.' "J c~,' (.oQ1:.. ~ ~. q:: .. ~ '1_' ~, .1:-, ..:.;;- ~i , , " ,~ f-< z => 0 u u < -' < Z H U. Q ~ f-< UJ '" H U. '"' :: '0 ,t~ i ~ ~ ~ -_~ ~ g .g ~ g b Q) U U U If.l - U CJ "t;l u c:c ~.!!~:O';ClS~ ;c:: p.,.... 0 0. CJ _ .... ~ t: c g ~ .:: oag~c;~ eJU ";: c;)'" ~ .~ E ~ ~ t ~ - c: C '; -5 2 ... g .: ~ t:: ~ :: - i: ~ ... S::---O;.l r.I'l'O ~.g"2">gt~ ~~_>"Si''C-'^ 'c. ~.. ~ .: ~ ~ -= ~ .4 :; Co. -" ,~.'. -; Cio~~ ti~- ~~~:~...E'" .;:- g .= ~ .J: 0 .~ ] '1; .; ': - ~ ::~ u g ~ 3 ~ ~ ~~E <::t' ~-:~ ~ eJ .,.. '"g ~ ---' ,~ - ~ 'T:. '" " ,'- (".' a3 "" ~ .:. .~ ~ ~~-_: : :::s ;N::::::u- 'II~~ ~.... "'.!: /- ..,.. r~ _>- '11._ 0 ~ ~-i >-)( G3 g " II....Q. 4.- ~ ;: 0 . ..-.?cc: 0 W D' ~~~.:~ a: _ g .. .. :;; '^ ~ " 1 ~ ~ .' .' '" ~f~ P'n (':r.> :-~~O - ~~ -, o '.";: ::") ;J. " , -. , . .:::l .;. .~ n ROBERT J. YOCUM ATl'DRN:tY AT LAW 116 EAST KINO STREET P. O. BOX 336 BHIPPENBURG, P.... 17257 PHONE: 532.5712 ARCA COOE 717 Augus t 11, 1980 Office of Register of Wills Cumberland County Court HOllse Carlisle, Pennsylvania 17013 Dear ~Is, Lelii s : Mrs. Virginia ~I, Reed, one of the Executrices of the Estate of Harmon H. Reed, a/kia, Harman H. Reed, late of Borough of Shippensburg, Cumberland County, Pennsylvania, is hri nging to your Office the Last IVill and Testament of her husband for Probate. The other Co-Executrix, Norma Baker, liill come to your Office in the near future, The tliO witnesses on the Will, Earl H. Ford and C. A. Brandt, Idll also be coming to your Office in the near future to attest to the signature of ~lr. Reed to the Will. The only asset in the Estate is real estate liith the estimated value of $34,000,00. No Short Certificate is required at the present time. Very truly yours, \" I .:: (. \ .\. ~-jo . I ' _.'~ ..~~0 i ,.-. Yocum ,s{ , \; Hobert J. RJY:tjb ---- - -- -- --- -- - -.- _. --- --- -- --~. -- --- - --- --- -- ---- -- _..- -- - --. -- - ~- ...-..... --. --........ . "REV.116Z EX ~ COMMONWEALTH OF PENNSYLVANIA . 4 NO K 000573 DEPARTMENT OF REVENUE , .' OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX If ' .- . lj\ II = lj 11 ~ _~ __ E.....L ___ ....,. ~.~.. -.- TAX AT 6~o TAX AT 15% RECEIVED Virginia M. Reed FROM 'I 116 ~. King street. Box 33 I ADDRESS LES-TATEIN-FOR::~::::;~:;-~:~O--~~~~?---- DATE OF DEATH TAXAT_% ESTATE TAX 476.98 TOTAL TAX CREDIT 21-80-631 FILE NUMBER DATE OF PAYMENT March 27, 1981 HARMON H. REED Cumbu'land m m LESS DISCOUNT PLUS % INTEREST (FROM TO_I NAME OF DECEDENT ~OUNTY 476.98 --------- -------------- ---- ~ TOTAL AMOUNT PAID eOSTMARK DATE ..EMARKS \'PAID ON ACCOUNT" SEAL RECEIVED BY "I',,' ~~ if'" ' / 1./ ~~:.;I ~~"rlWi i/{,<'-"t.Jj Reijister of'Wills ~ I REGISTER OF WILLS RE '/-44G C ,-eol COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER IN.HERITANCE TAX RESIDENT DECEDENT AFFIDAVIT OF FIDUCIARY (In.t,uctions on R.v.... Sid.) tAL ~ Estate 01 Harmon H. Reed/ a/k/a, Harman H. Reed Datc of Death June 30, 1980 Las I Add ress 614 Glen Street Soci 01 Securi ty No, 204-01-1366 Shippensburg, Penna. 17257 Bureau File No, (CITYI ISTATEI (ZIP) County File No. 2]-80-631 I. Decedent died: ( ) Intestote (without a will) (x) Testate (leaving 0 lost will--copy ottached) 2, Is the filing 01 0 Federal Estate Tox Return required for this estate? Yes_ No X 3. (x) Executor/Executrix ) Administratad Administrotrix Name Virqinia M. Reed Norma Baker C:h;~~ch"~'J. ICI ) Penna. (STATE) 17257 (ZIPI 314 West Simpson Street Mechanicsburg, PA 17055 Address 614 Glen Str_t 4. All correspondence shculd be moi led to (x Attorney ) Fiduciary. 5. If on attorney is representing the estate, indicate: Name Robert J. Yocum Address 116 East Kinq_Street ~h;~nc::hnrlJ. Perm.a (CITY) (!'TATEl 17257 (ZIP) List all sole deposit boxes registered in the decedent's individual nomel or jointly with, or os an agent or deputy 01 another, or in decedent's individual name with right 01 occess by anotner os agent or deputy. Include the name ond oddress 01 the bank or other institution where the sole deposit box is located, the nome (s) in which the box is registered ond the relotionship of the joint holders to the decedent. NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT MAINTAINEO A SAFE DEPOSIT BOX NAME OR NAMES IN WHICH SAFE OEPOSIT BOX IS REGISTER EO RELATIONSHIP OF JOINT HOLDERS TO DECEDENT Under penalties 01 perjury, I declare that I have examined this return, including accompanying schedules ond stotements, and to the best of my knowledge and belief it is true, correct and complete, ~'r"'-' )Y" J?;-l,uL v' CfL!u~"1vt-- &}}<.:,./ 5/15/Bl SIGNATURE OF FIDUCIARY OATE REV.4! 1 (1.801 COMMONWEALTH OF PENNSVLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX 'RESIDENT DECEDENT SCHEDULE "B" ~ERSONAL PROPERTY ~- ~ (Instructions on Reverse Side) Estate of Harmon H. Reed. a'k/a. Harman H. Reed ITEM NO. DESCRIPTION --~-'~--l.- ESTIMATED UNIT MARKET VALUE VALUE DEPARTMENT VALUATION (OFFICIAL USE ONL YI 2. Miscellaneoos household items (See attached Appraisanent) M3tropolitan Life Insurance Ccmpany, Proceeds fran life insurance, Policy Group No. 13500, Certificate No. 204-01-1366 2,228.00 1. 7,878.64 TOTAL THIS PAGE 10,106.64 -'.f)J.~r. '/- ~ QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving . valuable and adeQuate consideration? (Answer "Yes" or "No",) no 2. Did decedent, within two years of death, transfer property from himselfl herself to himself/herself and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) -D2- 3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following information: a, Age of decedent at time of transfer, nla b, Copy of death certificate. c. Affidavit by the attending physician indicating the state of decedent's health at time of transfer, d. All other information supporting nontaxability of transfer, ,4. Did decedent, in his/her lifetime, make any transfer of properly without receiving a valuable or adeQuate consideration therefor which was to take effect in possession or enjoyment at or after hiS/her death? (Answer "Yes" or "No".) no a, Was there any possibility that the property transferred might return to transferor or his/her estate or be subject to his/her power of disposition? (Answer "Yes" or "No".) no b, What was the transferee's age at time of decedent's death? n/a 5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adeQuate consideration therefor under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her death: a, The possession or enjoyment of or the right to income from the properly transferred? (Answer "Yes" or "No".) "" b, The right to designate the persons who shall possess or enjoy the properly transferred or income therefrom? (Answer "Yes" or "No".) no 6. If the answer to five b, above is "Yes," state whether the right was reserved in decedent alone or others. n/a 7, Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit or care of transferor? (Answer "Yes" or "No".) nn 8. Did decedent, at any time, transfer property, the b61eficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" or "No",) no 9, If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No".) no . REV-4S3 (1.80) COMMONWEALTH OF PENNSVLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEOENT SCHEDULE "D" BENEFICIARIES *\ (lnstruct;ons on Reverse Side) Estate of HarmCln H. ReE!Q, a/k/a. Harm<!!:! H. Reed BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH Vi ~ai nia M. RPPd ()np_h"l" --~~""'~- 614 Glen Street of Estate under Shi urn. PA 17257 Wife ves Will of DeCedent T. ,- 1/3 of 1/2 R. D. 6 of Estate under Shippensburg, PA 17257 Step-son yes Will of DeCedent Norma Baker 1 I~ ^l' 1 I? -~"~ ...~- 314 \'lest simoson street of Estate under Mechanicsbura. PA 17055 Steo-dau , """, Will of DeCedent ---- "..__~~ '" n....... 1 J~ ^l' 1 I? --~~ -"~- 400 East Kina Street of Estate under Shippensburg, PA 17257 Daughter yes will of DeCedent - - -------- - The above beneficiaries are living at this time except for the following: DATE OF DEATH NAME Schedule "E" must include all property, real and personal, ownEd by the dccedent jointly with another party or parties as joint tenants with right of survivorship. Both tangible and intangible property are to be included, List real estate first. INSTRUCTIONS FOR COMPLETING SCHEDULE "E" 1. Describe all real propcrlY as indicated in the instructions for Schcdule "A", Describe all personal property as indicatcd in the instructions lor Schedule "B". Include the name, address and relationship to the decedent of the co-owner (sl and the datc the joint ownership was establishcd. 2, Indicate the total market value of the jointly owncd properlY. 3, Indicate the percentage of the decedent's interest. 4. Indicate the market value of the decedent's interest. c '" u n > t'1 > ~ z > 0 0 " Vl U t"1 C') n e u .., z :;00 Z t"" tTl - Z > 9 - 9 t"" r. ::<l - Z Z tTl .., tTl .., Z P .., t'1 - 9 ~ Vl Vl Z 0 Vl 0 -! '":1 - 0, 0 - ~ ~ " I ~ 0 :; '":1 :, " :,' I i - '":1 ~. 0- v,':~ I 0 5 t. . oJ \ Z ,;.::-, i , cc -. -r ~---: > C),l ~ ~~ r LJ.J,ll ;>- \ e 0'-" od' e'UJ \ o::L~ Vl 0(5 ::t: ' '" tTl x:- '-'w r':':5 0 ~n: - ~'-' 50 z u ~ -< -< ~ tTl tTl > ~ ::<l \ I REY..4U EX. (HO) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) 21-80-0631 m Original o Supplemental o Remainder File Number Estate Name Harmon H. Reed Dote of Death June 30, 1980 Social Security Number 204-01-1366 REPORT OF INHERITANCE TAX APPRAISER I, tho undorllgnod duly appolntod Inhoritonce Tax Appraiser In and lar the County 01 Cumberland Ponnlylvanla, do re.pectfully report that I have approlsed the real and personal property a. reported in the lorogolng retum at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and tlEu Datod: June 10. 1981 ~"../" J /f/,.Jill)(/) INHERITANCE TAX APPRAISER INVENTORY VALUE AS APPRAISED CODE ADJUSTMENTS (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE R..I P,.pe,ty (Schedul. A) $ 92+ P....n.1 P,ope,ty (Sch.dul. B) 10 106 64 10+ Jolnt.Held P,op."y (Sch.dul. E) none 20+ Transf.r. (Sch.dulo C) none 30+ TOTAL GROSS ASSETS 45,106 64 leu O.b.s and Deductions (SCH EDU L E F) CLEAR VALUE OF ESTATE OLlie E.tate o Annuity 40- 93- RATE FACTOR PRINCIPLE VALUE CODE FOR USE OF REGISTER ONLY TalC an $ CODE COM PUT A TION OF TAX S S S S S 6% TalC on $ 15% orOlC on $ TOl( on $ TalC on $ Exemptions Total Estate ~ TOTAL TAX INTEREST FROM BALANCE s s s TO TAX CREDIT s ~ ~ ~ ~ ... ii: z ~ ~ "C QJ 0 :>- Q) Ql Ql .... ~ 0<: ... '" en "C ::l . '" "" :z: '" <0 '" ...:I Q) .-l -< '" .-l .... - 0 '" QJ U Z e .0 - 0 -0- ..... ~ ,..; l:. - ,lg ..... .<:: ..... M l:. ~ '" en u ..... ,..; N 0 l:. 0 ~ I:lo: l:. E- O '" 0 z d '" '" :>- E- O - ~ z Z E- ~ E- ~ Z ...:I 0 - 0 is I:lo: Z :.:: ~ ~ ...l Z ::E z 0 ::l U L? Z ~ ~ '" ~ 0 0 ~ - ~ u 0 ...:I COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT . COUNTY FILE NO: d;{ 1- Y (J _ "-.:'0/ V ;'(j\A' J 1-."-< R".".rJ TO: U r) -rf?)JO.J Q GbCUAY1 i ' U \ \ ' -eA- 'r',\/~ 33 C::, ), Iv . -\Q... ff:..i-uJ: H.lfl-i' -:: (<7,,, ~ .-, DATE () I ::) / ~ J 'I J-' / ,/.~1J",--JY"'" \j, I)'", L G.k(~ ESTATE lJ 'Jj'./',,~':rl' ~ r\~Q-~_ FILE NO, C>? I - 'i: C)- '=-..J / COUNTY 0wv'(', ~~-, )-o.^1 J \\ - DATE OF DEATH, J.I.""'.1-. 30, 1970 ',j I', i 6~ / ..} "~7' '....,..~~ - Appraised Value of Estate: Real Estate Personal Property s 3.5: 000.00 + 10, J () b. rot! Jointly Held PropertylTransfers + ---- Clear Value of Estate $ '16, iO/:;,ft,/ 10, X3~, ~<:, $ '3 tf~ d.. '7tf, 32( Total Gross Estate Total Approved Oeductions Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax 3 0 _) t.. tl' _"", ',' $ 'I', ""i / , . /, Amount Texable @ 6% Rate $ 2, 4, ;{ '7 Lj.::, (' tal( due ~ o5?. (j-r;, $ . Amount Taxable @ 15% Rate tax due -**... (TOTAL PENNSYLVANIA INHERIT~CE TAX OUE ,:2-.;1/- 3'~Q-21 ~ /1.7:1..,,) , (()3'7,;J,V 1 A five percent diicount total1'"ng $ Inheritance Tax is paid by $ ';;OSb.lfb 5lh ? ~ .;{1/5.~.;;J., will be granted if the Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT $ f%. 9( + 5 - $ = $ If- 7(,.9 t 15 <:79. 'l-Y' + 5'&. '76 = I <a '3 'if ,~ If TJJ - + ~JJ5.-=<',~ = 3-:l,? '8') /1-0-6/ lnt'uest accrues 8t the rate of six (6) percent per annum on the unpaid balance of Inheritance Tax from to date of payment. IntereSI due if paid bV is ~(J-h1AJ\t , '... BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE Assessed by: Ao.~or he Co monweellh See Informlltion on Reverse Sido ~"'-'-'K"C' {./ .!-9~ \.--- '- 1....J : .:: \ :I " : ~ ~.:. . ", lEV. 1547EX (1-B2) BUREAU OF EXAMINATION PENNSYLVANIA DEPARTMENT OF REVENUE P.O, BOX B327 HARRISBURG. PA 17105 ASSESSMENT CONTROL NO. NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS. AND ASSESSMENT OF TAX 101 DATE ESTATE OF REED HARMON H FILE NO. 21 80-0631 DATE OF DEATH 06-30-80 COUNTY CUMBERl.Jll!Jl NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TD THE REGISTER OF WILLS OF THE ABOVE COUNTY, MAKE CHECKS PAYABLE TO "REGISTER OF WILLS, AGENT." IF TAX PAYMENTS ARE MADE WITHIN 3 MONTHS OF THE DECEDENT'S DATE OF DEATH, A DISCOUNT OF 5" OF THE TAX PAID MAY BE DEDUCTED, ROBERT J YOCUM ESQ 116 EKING ST BOX 336 SHIPPENSBURG PA 17257 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE ~~_A~9~g_!~~~!~~______________________________________________________. NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF REED HARMON DATE 04-12-82 H FILE NO.21 80-0631 ACN 101 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGEO APPRAISED VALUE OF ESTATE: 1. Real Estate (Schedule Al 2. Stocks and Bonds (Schedule BI 3. Closely Held Stock/Partnership Interest (Schedule CI 4. Mortgages and Notes (Schedule 0) 5. Cash & Miscellaneous Personal Property (Schedule El 6. Jointly Owned Property (Schedule FI 7. Transfers (Schedule GI 8. Total Gross Assets (1) ( 2) ( 31 ( 41 ( 51 ( 61 ( 71 .00 .00 .00 .00 .00 .00 .00 ( BI .00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative CostsfMiscellaneous Expenses (Schedule H) 10. Debls/Mortgages/liens (Schedule I) , 1. Total Deductions 12. Net Value of Estate 13. Charitible Bequests (SChedule J) 14. Net Value Subject to Tax ( 91 (101 .00 10,832.26 1'1) 1121 (131 (141 10,832.26 10,832.26- .00 34,274.38 ASSESSMENT OF TAX: 15. Amount of line 14 taxable at 6% rate 16. Amount of line 14 taxable at 15% rate 17. Principal Tax Due TAX CREDITS: 34,274.38 .00 X.06- X.15= (171 2,056.46 .00 2,056.46 1151 (161 PAYMENT DATE RECEIPT # DISCOUNT (+) INTEREST I-l AMOUNT PAID 03-27-81 11-12-81 476.98 1,638.24 000573 069810 .00 58.49- THIS ASSESSMENT IS BASED ON: 1 SUPPLEMENTAL RETURN ND INTEREST IS DUE IF PAID BY 11-12-81 IF PAID AFTER DATE INOICATED SEE REVERSE FOR INSTRUCTIONS. TOTAL TAX CREDIT 2,056"3 I BALANCE OF TAX DUE .27CR (If Balance Due is less than $1.00 no payment is required) RETAIN THIS PORTION FOR YOUR RECORDS INFORMATION This document is the Notice required to be given under Section 709 of the Inheritance and Estate Tax Act of 1961 172 P.S. seclion 24851, If the tax is paid within three (3) months after the decedent's death. a discount of 5% of the tax paid is allowed. Inheritance Tax becomes delinquent nine (9) months after the decedent's death. Interest is charged at the rate of six (6) percent per annum on the amount of unpaid tax. (SEE EXAMPLE BELOW) EXAMPLE: If a balance of tax due of $2,000.00 is in a delinquent status from 3-3-80. and payment is made on 5-23-80. the interest is calculated as indicated below: STEP 1 Determine the rate of interest from the table below. STEP 2 Multiply the balance of lax due bV the rate of interest. STEP 3 Add the interest to the balance of tax due. Interest from 3-03-80 to 5-23-80 Results in: Balance of tax due Rate of interest INTEREST 52.000.00 x .01335 $ 26.70 $2.000,00 $ 26,70 Balance of tax due Plus Interest to Date of Payment (+) TOTAL lax and interest to Date of Payment 2 Months = 20 Oays = Rate of interest = .010 + ,00335 .01335 $2.026.70 --------------------------------------------------------------------- 1 month .005 4 months .020 7 months .035 1 0 months .050 2 months .010 5 months .025 8 months .040 , 1 months .055 3 months .015 6 months .030 9 months .045 '2 months .060 1 day .00017 11 days ,00186 21 days .00352 2 days .00034 12 days .00203 22 days .00369 3 days .00051 13 days .00220 23 days .00386 4 days .00068 14 days .00237 24 days .00403 5 days .00085 15 days .00250 25 days .00420 6 days .00101 16 days .00267 26 days .00437 7 days .00118 17 days .00284 27 days .00454 8 days .00135 18 days .00301 28 days .00471 9 days .00152 19 days .00318 29 days .00488 1 0 days .00169 20 days .00335 30 days ,00500 --------------------------------------------------------------------- Any party in interest, including the Commonwealth and the personal representative. not satisfied with the appraisement and assessment may object within sixty (60) days after receIpt of thiS Notice as provided bv Section 1001 of the Inheritance and Estate Tax Act of 1961 (72 P.S. see, 2485 - 10011. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS. AGENT" OETACH THE TOP PORTION OF THIS FORM AND SU8MIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR THE COUNTY SHOWN ON THE REVERSE. SEE THE INHERITANCE TAX INSTRUCTION 800K FOR ADDRESS. ROBERT .J, YOCUM ATTORNEY AT LAW 1 tG EAST KING STREET P. O. BOX. 3315 SHI~PENSBURG. PA, 17281 'y/ 'd'i::., 'c;; o PIIONE. '532.!5112 ARu' CODE 117 ~la y 1(" 198,\ Office of Rcgister of Wi lis Cumberland Count)' Court 1I0use Carl isle, Pennsylvania 17257 Dear ~ls, Le\;ls: 1 enclose for filing Supplemental lnhel'itancc Tax Aplll'aiscl'lent in the Estate of lIarmon Ii, Reed, liho died June 30, 1981J, and "hose Fi Ie i\o, is 21-80-631, Also cnclosed is check in thc amount of $55,20, payment of Supplement Inheritance Tax, and check in the amount of $10,00, payment of Filing Fee. 1, of course, understand that therc "ill be additional tax by liay of interest in this matter, Kindly advise the undersigncd of the amount when available, Very truly your:-;, e,;\l.,"'\ ~, 'kU.l-m In: Robel't .J, Yocum, Attorncy-at-Lah' R,JY:Tjb Enclosures