HomeMy WebLinkAbout80-00660
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COMMONWEALTH OF I'ENl'\SYLV AI\I.-\
\
f 55:
COUNTY OF CUMBERLAND I
,..,...,....,...,....,...........~)},j;;,~...!!:~...~m:~,........,....,..,.,...',.,.,....,........,........,...................,.........,....."...",....." named
in the above application hcin!: dilly ...~.\~,?l;D.................,....,........, accordin!: to 'all', say that the facts set
forth in the ahove application arc Il'lIe to the la'sl of I:H~.l:......... knowledge and belief.
.........,..........,.,....,.......,~~~:?,~.'.l....,.,.., and subscl'!hcd I .. 7?:J. ..,:.;'.h.:(,.../l,....li,/>:,f,':'..(;,...,. ",.....,......,......
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........................................................................................
........................................................................................
before me,
,...............,<?~,~.~~~.~..,~,?...........,...., A, f)" 19...?.9...
'.'~r'..e......ofu.~.~,...R~~i.~~~';....
........................................................................................
Filed:, ......9..S:tc.9.)?~.F......Jp.......,..,.......,....>..J..9.,~,Q,
A llorlley : ..~!!:!,~.'!= y...1.,....$.~.~!~.E~.....,...................
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
} 55:
...... ........ ...... ..........' ....... ..................... .........~,;;,!::: ,~...:!,:....~~,7.~:,~:;: ..,.......... ....,.... ..................,............. petitioner (s)
b . S\vorn d' 1 des d d
emg duly............,...................,..,...................... accor mg to all' 0 ............ epose an say that as the
administra EE~?!:...., of the estate of ,.,~:.~.~,:~.~...~,:....~~~.~.~,:,{..,......................................,.......,....................."
........................................................................................................................................................................................
deceased ....:;.1,1~............. will well and truly administer the goo,ls and chattels, rights and credits of said
deceased, according to law, And also will diligently comply with the provisions of the law relating
to Transfer Inheritances,
.............................~~?~E;.t..........,....., and subscribed
before me.
..............~:,~~~,7.~...~~................ A. D,. 19..~g...
/!:4~.....r!-,....+,eUJ..................,..
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............................................................................................
DECREE
Be it remembered that on the .........J~,~~........... day of ...............9,~,~~,~~~............... A, D., 19,80....
Letters of Administration in the estate of .........,.....~,'f.?;,~.t,~?..~..~..,~:1~.g,~Y.............................,......................
....,.. ........ ..... ,.. ......,..,...., ..... ........,..... ..........,.,.. ...... .... late of }Liddle.s.e.x., .T.OllllJ.S !~ip,....,..... ......... ......., ....,.....
Cumberland County, Pennsylvania, deceased, were granted to ......H<'.J;H':J....ll.....W,.;.n.t,?...........................
..................................................................................................................................................................,.....................
Witness my hand and official seal the day and year afor~~, , t ';/ L? / '
..,.............:zJ[dU1....(!...'../~~........
G~o
~O. 21-80 660
PETITION FOR LETTERS OF ADMINISTRATION
IN THE ESTATl<; OF .,...~sR.-:Py'\...~..~....l:J9.L.~!'y......................... DECEMmD.
/. To .....~,?[,y'...~",..,);.,~!:lJ.~........,.,.". ........... ..... ......,.....,...... '..... ..,.. .......~,.,WT.J5 11I1 :28
Register of Wills for the COllnt,\' ot' CUlllberland, in the COlllmonwealth of Penusy"'ania.
The Petition of ,.,H~P.~J,. .I!.".,Y.S~,~.7;..,.,...,....... ..... ... .....' ..... .......,..,....,..". ...,.."..,.,..,..,.......,.".....,....,,'....,....
.....,..,........,....,.....,....,... ............,....",. respect fully sholl"el h 1 ha 1 ...~.~r.!;)!!,',.J;:;.,..,.I:19.~J~Y.......".......,..," '..,...,..
'd t f Hiddlesex Township (' I 'I' Ie' St t f P 1
was a resl en 0 '..'...'.................'.'.....'........'.......'...../I{r/..r/I{gJ,7 ,.UIll lei an, .ount~" n e 0 ennsy-
vania, and a Citizen of United States, and departed this life intestate in the Countl' of .....,.....................,
Cumberland Pennsylvania .
,.......,.....,..,....,.....,......,..., and State of ........,...,....... ........ ....,.. ...". ..,....,..,......,....,.,., ..,.",..................."........"..,.."....."
On .........,w.~,g!).~,~9.i!Y..... the .........J~,~...............,..... day of ,.....9.~.~,l?,:?~?:........................,.. A, 0" 19,~,g....,
at the age of .....9.]...... ~'ears,
That the said ...,~.~::.~,~:~....~,~...::I'?,~.~~X..........................,...,. deccased, left surviving the following
named widow or husband, heirs and next to kin, (0 wit:
Name
Relationship
Residence
Landisburg, R. D., Pa.
'ij08..'G~.~~';;,..S.t.:..;..'HarrTsi:;' r g,
.i6'3s..'T~"i;;:d'i~..'Rd':'.;...Ca.rr[s le ,
Alice Crozier
................................................................
Viola Fahnestock
l?~y,?i:~~,7.~,......,...,.,..,.,....,.
Daughter
............................................
Daughter
Mabel J.!. Wentz
.................................,..............................
Ruth Smitll
179 Enola Rd., Enola, Pa.
................................................................
924 W. South St., Carlisle,
'i~a.r~:i'sl;~rg~...pa'~..'.."................,
~~,!:E.y.,..~.!:,~~,~!:,......................".....
Grace Donahue
~.~~?i~~.:?:............"........,..
I?,~ ~~,~~.~!..,......,..,....,.......
Daughter
................................................................
................................................................
That those above named include all of the next of kin, so far as known,
The said decedent was possessP.l1 of personal property to the estimated value of $......Unest.imat.ed
and of Real Estate, less incumbrance, to the estimated valul! or $...,N.l;m./?,.......,.......... as near as can be
ascertained,
That the said Real r:state in so far as i~ known is locatl!d in .........................,....,........,..................,...,.
........................................................................................................................................................................................
Therefore, your petitioner(s) respectfull~' apply(ies) fOl' Letters of Administration in the above
named estate.
Dated ..........9,~,~9.b.,l!:~...~.5........,....... A. IJ,. 1!1.?.9...,
Signature and Addrcss
of Petitioncr(s)
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........................................................................................
Carlisle, Pa. 17013
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Commonwulth of Penn'V",.nl.
O.p.rtment of Revenue
T",n".r Inherit. nee Tu
R.ldent Decedent
R.v-464 ex+ (1.80)
INHERITANCE TAX RETURN
FOR ESTATES WITH GROSS ASSETS
UNDER $10,000,00
Estate of
/Bertha E. Hollev
R. D. 110
Dale of Death
October 1, 1980
197-40-7433
Last Address
/,JCarlis1e
Pa.
17013
Social Security #
Bureau File #
County File #
21-80-660
ICily)
(State)
IZlp)
2.
D Execulor/Executrix
IJ Administrator/Administratrix
4. If an attorney is representing the estate, il1dicate:
Name
Henry L. Stuart
3 S. Hanover St.
1. Decedent died:
~ Intestate (without a will)
D Testate (leaving a last will - copy attached)
Name
Mabel H. Wentz
1035 Trind1e Road
Pa.
17113
Address
Carlisle
(Cltyl
(Statel
(2Ip)
:"An~ J;
3, ,', All correspondence should be mailed to lXI Attorney 0 Fiduciary.
Address
Carlisle
Pa.
17013
(Stato)
(Zip)
(City)
REAL PROPERTY - Identify real property localed in Pennsylvania by tot end block number, street address and
include:Glstatement of mortgage encumbrances as of the date of death.
None
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Estimated
Market Value
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Total
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Department Veluation
(Officiol Use Only)
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Date
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DEBTS AND DEDUCTIONS
Name of Payee
Naturo 0' Ottbt
Amount
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Funeral CKfJenses paid
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Family exomption ~will flot be allowed lInIN docelhml tJied
residing 'with <l i)~r.mt: s,;oufc .or ;hlhfren.l. ' .' .
Under penalties of perjury, I declare that I have examined this return, and to the best of mv knowledge and belie'. it is true, correct and complete.
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Co~~sel Fees
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Fiduc'iarv Commission
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(Other Debts and Claimsl
Will file separately.
Total
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Signature of Fiduciary -;;-
I do hereby certify that I have appraised the assets contained herein in conformity with Pennsylvania law.
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12
October 3t> ,198
Date
Appraiser Date
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any
estnte for life or for years, the Commonwealth hereby expressly reserves the right '0 appraise and asseSS transler inherH.nce "xes at the lawful collateral
role on any such future interest.
Debts and deductions are allowed in the sum of S
at
Register of Wills
percent.
Date
BENEFICIARIES AND ADDRESSES
(Stlte full names .nd add,,"" 01 all who h..... an lntefost
e1th.r vested, contingent or other in"rltitl
BENEFICIARIES
RELATIONSHIP
TO DECEDENT
Alice Crozier, Landisburg,R.D.,Pa.
Yiola p'abnestock.~~~t,
Mabel H. Wentz,1035 Tindle Rd.
tad , .
Ruth Smith. 119 iP.o!a Rd
Betty Trimmer. f~tlli SOu
Grace Donahue, Harrisburg, Pa. Daughter
SURVIVED
DECEDENT
STATE YES
OR NO
INTEREST OF
BENEFICIARY
IN ESTATE
"
AGE OF LIFE
TENANTS OR
ANNUITANTS
AT DEATH OF
DECEDENT
Yes
Yes
Yes
16th of est
16th of es~
1/6th of estate
1/6th of estate
16th of es e
1/6th of estate
Yes
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INFORMATION
PLACE FOR FILING - The return is to be filed in duplicate with lhe Register of Wills of the county wherein the decedent resided,
(J;\(!!"J~E FOR !,I)"l~g :ll'The return i5 due nine months after the decedent's death, unless an extension for filing has been applied for and granted
by the Secretary of Revenue within the nine-month period.
FAILURE TO FILE RETURN - Section 791 of the 1961 Slatute provides that "," any person who willfully fails to file a return or
olher report required of him, , , shall be personally liable, , , to a penaltv of 25% of the tax ultimately found to be due or $1,000
whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by law."
,-
REV.S1BFO (7.80)
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COMMONWEALTH Or- PENNSVLVANIA
DEPARTMENT OF RE.VI~NUt:
BUREAU OF FIELD OPERATIONS
.
NOTICE OF FILING OF APPRAISEMENT
Mabel H. Wentz
1035 Trindle Road
Carlisle, PA 17013
RE: Estate 01
County 01
File No.
Bertha E. Holley
Cumberla.nd
21-80-0660
Dear Mrs. Wentz:
You are hereby notified that the nri~<ll
appraisement in the estate 01 Hertha E. Holley
has been liled in the office 01 the Register 01 Wills 01 Cumberland
Cauntyan JanuRI'Y 8 , 19 81. Said oppraisement reflects the lollowing valuations:
Real Estate
Personol Property
Jointly Owned
Translers
Total
None
5,313.18
None
Nnne
S5, " ,.18
As to such tax that is paid within three months Irom date 01 deoth, a live (5%) percent
discount is allowable. As to ony tax thot remains unpaid alter nine (9) months (Iilteen months
when death occurred from December 22, 1965 to June 16, 1971, inclusiye; and twelve months when
death occurred prior to December 22, 1965) Irom date 01 deoth, interest ot the rate 01 six (6%) percent
per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within sixty days
alter receipt 01 soid noti ce os provided by Section 1001 01 the Inheritance ond Estate Tax Act 01
1961,72 P.S. 2485-1001, P.L. 373.
Dote
January 8. 1981
Signed
411"'''''-' J...Jf'f..AdkJ )
Title
Chief Appraiser
NOTE: This is not 0 bill,
REV.457 (.t.ao)
COMMONWEALTH OF PENNSYLVANIA
. DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
INHERITANCE TAX
APPRAISEMENT
-
*'
Estate of
Bertha E. Hollev
File No, _21-80-0660
County
Cumberland
Date of Death
Dctober 1. 1980
In the event that any uture Intlf_1t in thlse..et. II transforred In pOWlssion or enjoyment to Collll.leral hoirs of tho decodent a ter tho expiration 0 any
estate for life or for yeers, the Commonwealth horebv expressly roserves the right to appraise and assess trensfer inhoritance taKes at tho lawful collaterel rate
on any IUch future Intarest.
1. TOTAL REAL PROPERTY - SCHEDULE "A" . .
2. TOTAL PERSONAL PROPERTY - SCHEDULE "B"
3, TOTAL TRANSFERS - SCHEDULE "C" . . . .
4. TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E"
.18
PROPERTY REPORTED BY THE ESTATE
DEPARTMENT'S
APPRAISED VALUE
None
TOTAL REPORTED PROPERTY
5,313.18
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
TOTAL UNREPORTED PROPERTY
None
TOTAL GROSS ASSETS
5,313.18
LIFE ESTATE OR ANNUITY CALCULATION
I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this day
with the Register of Wills.
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APPRAISER
01/08/81
OATE
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", AEV.1I62 EX
d. . COMMONWEALTH OF PENNSYLVANIA
4 NO.Ko00385 . DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
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M RECEIVED Mabel H. Wentz
FROM
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TAXAT 6~(.
TAX AT 150,.0
TAXAT_%
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ADDRESS
3 S. Hanover street
carlisle, Pa. 17013
ESTATETAX
TOTAL TAX CREDIT
206.81
'--ES-TATEj'NF(iRMATj(iN-:-~t---i---1980------------
DA rE OF DEATH .,
FILE NUMBER
21-80-660
:JUNTY
BEEn'HA E. HOLLEY
cWIlberland
IUaIII:
o
o
PLUS
IFROM
LESS DISCOUNT
% INTEREST
TO_I
10.34
DATE DF PAYMENT
December 31, 1980
.AME OF DECEDENT
196.47
-----------------------------------------
TOTAL AMOUNT PAID
POSTMARK DATE
REMARKS .PAID ON ACCOUNT"
SEAL
RECEIVED BY
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M~sl~:T'i.1wb
Register of Wills
REGISTER OF WILLS
.------------
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
.
FILE NO,
'7" /~.l ",/
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COUNTY FILE NO:
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DATE
TO:
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ESTATE
DATE OF DEATH
/ ,
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COUNTY
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Appraised Value of Estate:
Real Estate
$
Personal Property
+
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I
, '/
1/
Jointly Held PropenylTransfers
+
-----
Total Approved Deductions
$ /,- ;;:';' /;'{ ". ~;/
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) .:> / .I ;'1. (',
- f ,'-'1/' .,/
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Total Gross Estate
Clear Value of Estate
$. .: 1/ 'I-(~,
/
.,
. /j
Less: Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
$, :i II ~/(, ,>1)
I
Amount Taxable @ 6% Rate
$ ,,< L/ 'I ii', :,1()
/
tax due
s
....; I "'--::"1
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Amount Taxable @ 15% Rale
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
s __~ ;1/' >;{
* * ... ... It ... A five percent discount totaling S
will be granted if the Inheritance Tax is paid by
Less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
S:.:;/, ,(/ /
IJ -2 /- 9()
,
$ I J I., ! J
+
$ /,;,-::,/. $
=
+
=
+
=
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
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
s
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Assessed by: / ' I., / j _ .' p,/,{ ~ .
See Information on Reverse Side Aglnlfor :,Com?~wtIIL
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