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HomeMy WebLinkAbout80-00660 '~;...-,l ,~:'.~:'.'C. ....:. ,~,,", . :,~:'{~~:\:; , .::.....--, ~T.' ., ~K;;,~ .\::;;~~ ~>.:,:. ~~>.,::;.;~ 1ft It ~>~;':.... ~~~~:~~; <f"" , J[ r4/". . r7:~,_' . ,.,.,.,.... ~", ,.. .. i;: .~.: ' ,r. I. . o Z ~ ! ~ C/J ~ re . >< 11.0 ~ >< H tzl ~ C/J ~ ~ ~ 0 E-I ~ . ~ r&l . ~ C/J ~ fj I I ~ ..... 0 ~ .... """ ID .... \0 ~ loLl ) .'.\. ~{ '.';.': '(... :'~ " :00 ~ ~ ':.:' ,.".,.: t,2,. ' '~~:~;";~.: . ' h....'. ~~~\:_..:-, Q 00 .1 - C"'f 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,':'..(;,...,. ",.....,......,...... \ u ........................................................................................ ........................................................................................ 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..................,.. '---vI ''l I.' ,......./..I.'1..,t;;i.Jd.k.~....lI.....t~,d:-:?,~,-(...................... ............................................................................................ 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) :7 I i I ~ ..,. j~.:;;~.~:~~.,~~::~I...B=................. ........................................................................................ Carlisle, Pa. 17013 .;2.)-1'0 - ~t,,-, /1-/3 t - .j {@ffJ.----; ...............,.'...,..,.,....".."....,....,...,.....................,.............../.1 ..-g; / I 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 \. " !:t:.. 1..'_. (>' -.... .::. ~~0-; w N.--;; ~_ ?;i: tnw 1.:-. Z::=. Lo- ~ ...'(~,. o~. 0 x::.: 0'" r<"I 0...... w~J .-. EO: ~~.: ~ l~ 'J!a:r..T'~J Joo-ci!;;:i:) :JL ;-:::r'Jt.j Uw . \.-='- Wo:: 0 .U 0: SO U Estimated Market Value ~ ~ ~0':i-3. ~. '! ';~_:j;'<t ~-G r :-.~ )IAf ~ " :)0,_ ;: r. .j 'o~' :) LYt-- 0.,. O!,' ...:,.; .., Total . Department Veluation (Officiol Use Only) N 6"1L- 4-9ff.... Date )1~:""~' :L'~; ~ ; 'i 0.1 ~~~j:-?' jT,J::~:: :i_A. ", DEBTS AND DEDUCTIONS Name of Payee Naturo 0' Ottbt Amount " , J~ L 1 ! " " , I ~,I. ' '. , , , ,. ~' ." , ' '.\ ',' ;','"C',' :.: J!3f Funeral CKfJenses paid . \' ;1 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. :~ ~ :\",..l. .. i !.' Adf!'_inistratio~, .~JICpellse' 'I:' ~,', ~I"I' ~ I (! t. I. '. '. . ~.1 .,', r', () . ~ 10 , .. ,j\ Co~~sel Fees J nl :r-.. . .b J' c;, ., ('j :....r t" " pi r Fiduc'iarv Commission .._~ . J " \ (Other Debts and Claimsl Will file separately. Total .. /)1 <:zL I; _ ;../ ILl .J..10 Signature of Fiduciary -;;- I do hereby certify that I have appraised the assets contained herein in conformity with Pennsylvania law. >= -' '" o W <II ::> -' <( U ii: ... 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 !: ." 0 n )> m )> ~ )> 0 0 0 ~ 0 z CO) n c 0 ;;: r- m m A Z '" ~ ~t. 'It. r- ~I, ~t. m -I m Z -I -< en m en ~t. en 0 -I 0 " '" " ~ 0 0 Z " " n ; r- -< -< c: m m en )> )> m '" '" 0 Z r- ~ 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) ,~i~ . t....... 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. b"'''/IJ /'fi.'F~"d ~tf } APPRAISER 01/08/81 OATE ~ ~ ~ 'R. ... 'l) ... <: ~ z "-l "-l 0 :>- :>- "-l g '" -g ::l . 0 ... ~ .... III '1l, .... <: ~ .. - . Ql U Z t:l ~ .... - 0 .... ~ - ill . ~ ~ P: t) 0 ci ~ ~ ~ ... 0 '" 0 z ci '" '" :>- ... ci - ~ z z 8 ga ... "-l Z ... ci - ci Z l<: "-l "-l ... z ::E z 0 ::l U ~ Z - ~ '" ~ 8 0 - ~ "-l 0 ... \ __ _ _ _ _ __ .__.__ ____ _~_ ___ n~~ _..__ ___ __~ __ .____ ____. .____ __ ~_. . n__ __ - ~ __u _ _ ---- -.- - - ---- -. -+-. -- .._..... 1!. __. __ _ ~- - - -- -..:::lL -- "'- ~-~.. ", AEV.1I62 EX d. . COMMONWEALTH OF PENNSYLVANIA 4 NO.Ko00385 . DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX \I " . 'II II = Ii II Q M RECEIVED Mabel H. Wentz FROM . j -- TAXAT 6~(. TAX AT 150,.0 TAXAT_% , . 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 ,,- J .' / / . ,;-' .' /' ; < - '.- ,'--I' _. ///..,_-l '-- /1 vi"', , 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 ",/ ..~. .... '/.. ./.-, .' I . '" c:..../ --../'.... ..... '. ~//' ". I/..{ ---:. //" ,":'/~~".~ I:.~/_ /,/ ','" ,) // ~ I - " I ~ .r G~' ( COUNTY FILE NO: /, /,1 ,.: (} DATE TO: . f ,: .// -- ....- .,. ..~.t->;,. l./ / ,I; ~/.//>,'-7~" //.... I., J , 'I VI ,/ .,,; ..:;. /" (" ) ,"-:::-.. r;/' __- /A'" _ ~"""~.I) ,'f"l-;,..'f' # .'.1' ,J/ ,.. J ESTATE DATE OF DEATH / , // /,... ~, .I /1 '/"-~I..... - , I /:ij .J ,"_I",J , COUNTY / 1:1.,.-: /'/'I--CG--' -J- ,/, )/ ~ ...9....;.-. -' / /,' ~,,; Appraised Value of Estate: Real Estate $ Personal Property + J': ;;; / ~. I , '/ 1/ Jointly Held PropenylTransfers + ----- Total Approved Deductions $ /,- ;;:';' /;'{ ". ~;/ I' , ) .:> / .I ;'1. (', - f ,'-'1/' .,/ , I 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 .'" ,) 1';,,>, /1(J 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 ~~<J , .J ...........7" :'.;' ;' ( .//..........~ / (-r- .:J. ,- /~ I '-J . Assessed by: / ' I., / j _ .' p,/,{ ~ . See Information on Reverse Side Aglnlfor :,Com?~wtIIL j-' .:;/. ;:'(/'''/ / .A_ ,,(...-...~ / , ' ,I