The URL can be used to link to this page

Home My WebLink About80-00686 N. 21~80 o. f'86. ,~ .. E t t ' ARTHUR C. BURKE S a e or.. - 15% CAMP HILL. PENNSYLVANIA .. RO~T E.,~MYERS... ATTY. v;% 21.80 ()~~6 No. PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of -8Ll;hur C. Burke , deceased, To Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania. Petitioner(s) Is (are) the execut rix named In the Last Will and Testament of Arthur C. Burke dated .July ~ lq77 Decedent was a citizen of the United States and a resident of r.nmp Hi 1 1 Township (Borough), Cumberland County, Commonwealth of Pennsylvania. Decedent died on S <.t tJ (;) f\ '7 the --1-'U/Jday of c.\ c i 0 C,[.R.A.D.19.J]L, In the County of C, r" (l, (- (l..l Ad'! () ,State of j}~ at the age of ~ years, DecedentllWl (has not) been married and JIll!! (has not) had children born to him ~ since the ex- ecution of the above described Will. Decedent was possessed of personal property to the value of $200.000.00 and of real estate to the value of None as near as can be ascertained; said real estate situated as follows Therefore, your petilioner(s) respectfully apply(ies) for the probate of the said Last Will and Testa- ment and for Letters Testamentary theron. Dated October 23, 1980 Name and address of Petitioner(s) /'/!)YA.""~u" \",~""""",-"", ~rnice ,...~lymma c . ) ~()'-) '~-6_ (~ ''')1: ,; LJ~t .0' P; ) (1</.... COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND l Bernice Numma ss named in above application, being duly sworo according to law say(s) that the statemenls set forth in this petition are true t~/YJE)bes~ of her knowledge and belief. SWOl'n and subscribed before C&A/>!~ _ ~) Lh"'........'1 cz./ Bernice Numma me. October 23 19 80 LQn ~~ 'J _u-(tfUtJ.---', _ . l,~ j' Register --- -----~-- ------- --~------ -ar.W~ iuo:. lj 0 (lld '{<DI" 0 Attorney / '.D () rv~vJ (lAM~&t<LA N . l/-?,-; . . / / I ' ,'". ..-/-:-- l_~------- Filed: October 27, 1980 o</-jiJ -0~b /1-/VLj- L/ i I , i i i '1 , MYERS and DODD Attorneys at Law 100 York Road New Cumberland Pa. 17070 .' ~ '. . LAST I<1LL AND 'mSTANlmT 01' ARTHUR C. Il1llIKE I, Arthur C. Burke, a resident of Camp Hill, Pennsylvania, being of sound mind and memory do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by me. ITEM 1. I direct that all of my just debts, my funeral expenses including a suitable monument at my grave and the cost of administration of my estate be paid as soon as practicable after my death. I direct that my Executrix payout of my estate, as a general charge thereon, all inheritance, estate, succession and other taxes together with any interest or penalty thereon assessed by reason of my death with regard to all properties and assets subject to such taxes, whether or not such property and assets pass under this Will. lTEN 1I. I give, devise and bequeath all the rest, residue and remainder of my property, real, personal or mixed, tangible and intangible, of whatsoever nature and wheresoever located and all property to which I may be entitled or over which 1 may have any power of disposition or appointment and whether acquired during or after my lifetime as follows: (a) The sum of $40,000.00 to Richard and Bernice ~lumma, now of 360 Park Avenue, New Cumberland, Pennsylvania; (b) The sum of $30,000.00 to Nargaret M. Neritt, now of 1495 Briarcliff Road, Nacon, Georgia; (c) Ny automobile to Richard Numma; (d) The two wooden chests in my apartment at 107 October.Drive, Camp Hill, Pennsylvania to Julia J. Nehls, 16 Cable Lane, Athens, Ohio. , /a~'\~tq.y- ,"I. ~ ~ :~U.'\"I <r - " ., " . . Page 2 (,,) The balance of furnishings in my apartment to be dl.vid"d (one-hal f) between Richard and llernice Humma /1ltlll Hargaret H. Herritt (one-half); ([) The balance of my cstnte to .Julia J. Nehls. 16 Cabl.e Lane, Athens, Ohio. lTEH Ill. I hereby nominate, constitute and appoint Bernice Humma as sole Executrix of this my Last Will and Testllment; in the event the said Bernioo ~lumma refuses or is unable to act for any reason, I then hereby nominllte, co nstitute and appoint CCNB Bank, N.A. as sole Executor of this my Last Will and Testament and 1 direct that no bond be required of my Executrix. ITEM IV. I authorize and empower my personal representative and/or said Trustee to compromise, adjust, release and discharge in such manner as my personal representative may deem proper, all debts and claims owed by or to me or my Estate; to sell, lease or exchange at public or private sale or in such manner, at such prices, and upon such terms of credit or otherwIse, as my person'll representative or said Trustee may deem proper, all or any part of my property, real or personal; to execute, acknowledge and deliver instruments of conveyance, including deeds in fee simple; to borrow money for the purpose of paying estate, inheritance or other taxes which are required to be paid and to secure any such loan by pledge or mortgage of all or any part of my property and to execute the necessary instruments to carry out such powers; to distribute my estate in kind or partly in money or partly in kind, and to determine the fair value at which any property so distributed in kind shall be received by the distributees; to conduct any business in which I have an interest at the time of my decease, for such period as my personal representative may deem proper, power to borrow money and pledge the assets of the business and the power to do all other acts r--', ., :' \.'i-\-L ,V' (\ (t)l.\tY/~ 237 .' .\ , . Pagc 3 that T, in my lifetimc could have done, to delegate such power to any partner, manager or employee without liability for any loss occurring therein and to organize 3 corporation to carryon snid business as capital to such corporation and accept stock in the corporation in lieu thereof and hold such stock for the uses of this my Will, and to vote said stock or to sell the same as to my personal representative may seem best: tu retain all stocks, assets, bonds and investments owned by me without being confined to what is known as legal investments; to execute any options to purchase, to apply for stocks, bonds or other investments, to purchase or otherwise acquire real estate and to execute the same powers thereover as hereinbefore provided; to retain indefinitely any part of my assets, real or personal which is or may become unproductive or to make sale thereof: to pay carrying charges and expenses of the property out of other principal or income of my estate. The powers herein conferred shall be to my named personal representative and said Trustee and all successors thereto and shall be in addition and not in limitation of other powers conferred on said fiduciaries. IN WITNESS WHEREOF, T, Arthur C. Burke have, to this my Last Will and Testament, typewritten on three (3) sheets of paper, numbered consecutively, signed my name at the bottom of all pages hereto for the purpose of identification and at the end here, on page 3 have set my hand and seal day of I ~ _ / 191 "J 1'1.' r""" I 'X r1 R1- \ (\-t'/M V LV . '\'vdc(' ( SEAL) Signed, sealed published and de~lared by the above named Testator, on the . ....; day of Il, '. , 19~; as and for his Last Will and Testament in the presence of us, who in his presence and in the presence of each other have, at his request, subscribed our names as witnesses hereto. ) , , I, .J Name Address /' / . ! . ., ,Ii /. r."._ .~. ,( I.' Name Address " (- Name Address OATH OF NON.SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA} 55: COUNTY OF CUMBERLAND This, the 23rd day of OCTOBER A.D. 19 811 ,before me, Register for the Probate of Wills and Granting Letters of Administration in and for the county of Cumberland, in the Commonwealth of Pennsylvania, personally came Margaret ~!. Merritt who being duly sworn according to law deposed and say that they are well acquainted with and that the said signature is true and genuine, ;HlsJ,t~~HJ~~ilW ~S>~W~~~>>~R~Rkx sworn and subscribed before me, this 23rd day of '. \4J~. hJOA_d/ october A.D. 19~ - tJJ(dAf~~~~ Register per Deputy Register OATil OF SIJIISCIWIING WITNESS COMMONWEALTH OF PENNSYl.VANIA I ss: COUNTY OF CUMBERLAND This 23rd day of October A.D..19 80 berore me. Register for the Probate or Wills and granling lellers of Administratiun in and fur said County of Cumberland, in the Commonwealth of Pcnnsyl\'ani\l. personally came Robert E. Hyers. one of the subscribing witnesses to Ihe foregoing instrument of writi',g purporting to be IlK last Will and Testament or Arthur C. Burke Dated _ .Jul.y 5. 1977 late' or Camp Hill. Cumberland County Pa., deceased who being duly S\.Jorn according to law, depose and say I that + Arthur C. Burke he \11D.S prcsent, and saw and heard the tcstator , is instrument or wriling as and ror h sign, seal, publish, pronouncc and declare thc said Testament and Last Will, and at :he lime or so doinB-~rthu r C. Burke was or sound and disposing mind memory and undcrslanding, 10 the bcst or knowlcdgc, observation and belief. his Sworn ((UJ)I~ Robert E. Hyers and subscribed berorc 1f.7 (!, tf~ Registcr AHIl>AVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA ~ COUNTY OF CUMBERLAND \ \3E tI( 1\/1 U; 55: fltlof'\MP. . . being duly AII.lHIA.R C.&lAr<I<l: ~w,'r(l/ says Ihat as ncarly as can be asccrtaincd the said decedent died on ." I ill (.If\ '-I I I 't (I; A.D..19....dl, the day or nc ". 1it;;1Z, -LLL..lLQ.._o'c1ock, -L'LM. &'~~and subscribed this ') .340-day or 6 c "( () .'jCfL ",n.~ ~ . fd&t..J.- . _c./ ~4../ , f Regislcr '""0 tG'." at or about :1] q \ . J - ......__v,tJ...I',_<--' ")~t..-'J~I(<l..' OATH Of" PERSONAL REPRESt:NTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Register for the Probatc of Wills and granting of Lelters of Administration in and for the County of Cumberland. personall)' eamc Bernice Numma who, being duly sworn I do es Execut rix dcpose and say that as Arthur C. Burke deceased of the last Will and Testament of she will well and truly administer the goods and ehaltels, rights and credits of said deceased according to law. And also will diligently comply with the provisions of the law relating to Transfer Inheritances. SI<orn and subscribed before me. October 23 A.D., 19~ :~.. ,'r-<-'" Register ,od 0' :Ql (I); '" ;d O'l :~ ....~ :Ql ;Q LL "" (I); 0 'IF, C.L) '" l'~ "" ~ r:J.) \0 .....I ... 0 N: 0 C.[) (I) " lXl . \0 .....I '" ~: - (lJ: I - .: 0 - u .- u: ,.Q; (I) ~ s: "': 0: I ... I:: ~j +l: .... .E .- u; oj N .... 't:l OJ ... Ql \0; 00: 0 <<: 't:l (<)' . : ... N: _: Z 0 ~F' OJ rot! .2l ~ Ql 1l 0 S 't:l bD - '" I:: d .~ Z ~ d Po< r:.. DECREE Be it rcmembered that on thc 27th day of October ,A.D.,19~, there was probated and recorded the last Will and Testament of Arthur C. Burke Camp Hill, . Cumberland County, Pennsylvania, Bernice Numma Deccased. Lelters Tes tamen ta ry were granted to Witness my hand and official seal the day and year aforesaid, ~ ;;~~ tf'U<-I- " aU- ,7 Regisier .~ '" '1 ;C'J-- . late of REV-<4U EX+ CHO) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) GJ Original o Supplemental o Remainder File Number 2l~ Estate Name Ilr.thur...~w:l<" INVENTORY Real Property (Schedule A) Per.onol Property (Schedule 8) Jolnt.Held Properly (Schedule E) Transf.r. (Schedule C) $ VALUE AS APPRAISEa 92+ TOTAL GROSS ASSETS L... D.bts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE o Life Estate o Annuity RATE Date of Death October 19. 1980 Social Seeuri ty Number 179-10-1409 REPORT OF INHERITANCE TAX APPRAISER I, the undeulgned duly appointed Inheritance Tox Appraiser In and lor the County 01 ~erlllnd Pennsylvania, do r.spectfully report that I have approl sed the real and porsonal proporty as reporled In tho lor.gaing retum at the values set forth opposite each item in tho last column to tho right in Schedules IIAIt, IIB", "Clt, and "E" ('f ( r' Dated: AultUst 19. 1981/i) 1\ fLul! (,I( () in i rc_ INHERITA.NCE TAX APPI~AISER FOR USE OF REGISTER ONLY Tax on $ Tax on $ Tax on $ Tax on $ Tax on S Exemptions Total Estato TOTAL TAX INTEREST FROM BALANCE Leu Credits OATE OF PAYMENT AMOUNT PAID 5 INTEREST FROM BALANCE DUE AaJUSTMENTS CODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE 00+ '0+ 2lH 30+ 40- 93- FACTOR PRINCIPLE VALUE CODE CODE COMPUTATION OF TAX $ $ $ $ 6% 15% S TO $ S $ TAX CREDIT $ . REV....49, EX, (3.sj)) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REYENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT AFFIDAVIT OF FIDUCIARY (Instructions on Revo..e Side) ~ -J.3-N *' Estate 01 Arthur C. Bu rkc Date 01 Dearl, October 19, 1980 Last Address 107 October Drive Social Security No. 179-10-1409 Camp lIil1, PA 17011 (CITYI (STA TEl Bureau File No. (ZIP) County File No. 21-80-686 1. Decedent died: ( ) Intestate (without a will) ( x) Testate (leaving a last will--capy attached) 2. Is the liling 01 a Federal Estate Tax Return required lor this estate? 3. ( x) Executor/Executrix ( ) Administrator! Administratrix Name Bernice Humma Address 360 Park Ave. New Cumberland, PA 17070 (CITY) (STATE) (ZIPI Yes -X....- No 4. All correspondence should be mailed to (x ) Attorney ) Fiduciary. ~. .' n cii :-o~ nr,:; ~ " 5;.0 l'ln C>o -",:::-::.: i::;:rJ :l' . - ~l~ -.'" -- .-,r, ~~ N .JI::1 , , z.-_; '-"" ....-';~ ., -::1"; " -. ;;, S. If an attorney is representing the estate, indicote: Name ~nho1"'t- 'R Myo1"'c Address lnn Vn,...t. llrl Npt.1 r.nmhp,-l ;.'Inn I PA 17070 (CITY) (STATE) (ZIP) List all sale deposit boxes registered in the decedent's individual namehor jointly with, or as an agent or deputy 01 onather, or in decedent's individual nome with right 01 access by onot er as agent or deputy. Include the name and address 01 the bank or other institution where the sale deposit box is located, the name (s) in which the box is registered and the relationship 01 the joint holders to the decedent. NAME ANa AaaRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX NAME OR NAMES IN WHICH SAFE DEPOSIT BOX IS REGISTERED RELATIONSHIP OF JOINT HOLDERS TO DECEDENT Dauphin Deposit Bank & Trust, Arthur C. Burke Camp Hill, PA 17011 Under penalties 01 perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best 01 my knowledge and beliel it is true, correct ond complete. i 2.v..v,.oip,,/ )7';-<<.n""""T./ SIGNATURE OF FIDUcfARY \Jk?-h/ DATE , '. PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritance and Estate Tax Act of 1961 provides thatlhe [ullowing persons shall prepare and file a return: a. The personal representative of the estate of the decedent as to properly of the decedent administered by him and such additionallHoperty which is or may be subjecllo Inhelitancc Tax Ijf which he/she shall have or acquire knowledge; b. The transferee of property upon the transfer of which Inheritance Tilx is or may be imposed by the 1961 Statute, including a trustee of property transferred in trust, provided that no separate retum need be made by the transferee of property included in the return of a personal representative. 2. PLACE FOR FILING The return is to be filed in duplicate with the Register of Wills of tlle county wherein file decedent resided. 3. TIME FOR FILING The return is due nine montlls 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, 4. FAILURE TO FILE RETURN Section 791 of the 1961 Statute provides that" . . .any person who willfully fails to file a return or other report required of him. . .shall be personally liable. . .to a penalty of 25% of the tax ultimatefy 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." 5. TAX RATES Inheritance Tax is payable at the rate of 6% on transfers to lineal descendants, such as father, mother, husband, wife, son, daughter, grandchildren, grandparent, son,in-Iaw and daugl1ter-in-law and at the rate of 15% as to all others. 6. PAYMENTOFTAX The tax assessed on the transfer of property reported in the return is due 9 months after the decedent's death. Interest at the rate of 6% per annum accrues thereafter until payment is made. All payments received are first applied to any interest which may be due with any remainder applied to the tax. IF TAX IS PAID WiTHIN 3 MONTHS AFTER THE DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED. All checks should be made payable to tlle Register of Wills of the county wherein the decedent resided and are received subject to the final determination of the Department of Revenue. 7. FAILURE TO PAY . The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's estate or against any property belonging to a transferee liable for the tax. 8. FILING OF FALSE RETURN Any person who willfully makes a false return or report required of him shall, in accordance with Section 793 of the 1961 Statute, be guilty of a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding $1,000 or undergo imprisonment not exceeding one year or bOUI. " INSTRUCTIONS FOR COMPLETING SCHEDULE "A" Schedule" A" should include a detailed description of all real property located in Pennsylvania and held solely by the decedent ar held jaintly with another individual (s) as tenants in cammon. List the decedent's percentoge of ownership and the estimated market value of the decedent's interest. (Property held as joint tenants with the right of survivorship or tenonts by entireties should be reported on Schedule "E".) All real estate located in Pennsylvania should be described by lot and block number, street address, number of acres and general descriptian of land and buildings. Also, include the boak and page number in which the deed is recorded and the exact title as indicated on the deed. If the praperty has been said, attach a copy of the settlement sheet. If the property is subject ta a mortgage encumbrance, include the name of the mortgagee, date, rate of interest and the outstanding balance an the date of death and attach a statement from the martgagor verifying the outstanding balance. Property taxes and interest on mortgages as of the date of death, assessments and other encumbrances should be listed on Schedule "F". Do not deduct them on Schedule "A". REV",S] EX+ (3.~O). COMMONWEALTH OF PENNSVL VANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEOENT Estate of ITEM NO. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. SCHEDULE "6" PERSONAL PROPERTY (Instructions on Reverse Sido) Arthur C. Burke DESCRIPTION Household furnishings Automobile, 1974 Pontiac C.D., Cumberland Valley S & L Assn. 02-10-7068S 8 Interest to date of death Check Acct. No. 18-65-297-2, Dauphin Deposit Bank and Trust Co. Checking Acct. No. 119-784-7, CCNB Bank, N.A. State Capital S & L Assn. C.D. #002-19-03112 Int. to date of death C.D. #002-19-03625 Int. to date of death C.D. #002-19-03784 Int. to date of death Harris Savings Assn., C.D. #4-15-801665 Int. to date of death Metropolitan Life Ins. Co., group policy no. l6000G, payable to estate Northwestern Mutual Life Ins. Co. policy no. 1206368, payable to estate 1000 shares common stock, AT&r, sold 11/17/80 at 48 7/8 less dividend net-- 126 shares common stock of Gen. Motors Corp sold 11/17/80 at 48 7/8 net-- 120 shares common stock of International Harvester Corp., sold 11/17/80 at 30 net-- Social Security check for October 1980 Bethlehem Steel Co., pension check for Oct.1980 11 II II 11 11 " " " " " " " " Refund of security deposit for apartment Cash in wallet at death 1980 Income tax refund Ch'ecks on hand Interest on Northwestern Mutual Life Ins. UNIT VALUE ESTIMATED MARKET VALUE 2.137.00 1.,700.00 10,000.00 269 . 10 38,021.68 8,562.25 30,000.00 82.61 20,000.00 496.71 20,000.00 87.76 30,000.00 175.37 4,525.79 6,049.92 47,150.41 6,056.93 3,524.66 339.90 704.55 24.33 50.00 120.00 529.77 640.00 185.24 '*' DEPARTMENT VALUATION (OFFICIAL USE ONL Y) TOTAL THIS PAGE( ~31,68~l~ J.JI//.1..3. q 9 INSTRUCTIONS FOR COMPLETING SCHEDULE "B" Schedule "B" must include all tangible and intangible personal property owned individually by the decedent at the time of death. Property owned jointly with another party or parties should be listed on Schedule "E" . . Jointly Owned Property. Intangible personal property, titled in the name of the decedent, but payable at death to another party or parties. including but not limited to P. 0, D. U. S. Savings Bonds and Tentative Trust Accounts, must be listed on Schedule "B". Tangible personal property should be listed first. Examples of tangible personal property are jewelry, wearing apparel, household goods and furnishings, books, paintings, automobiles, boats, snowmobiles, aircraft. etc. Intangible personal property includes cash-an-hand and in the bank, stocks, dividends, bonds, mortgages, treasury certificates, notes, together with accrued interest, salaries or wages, insurance payable to the estate or fiduciary in said capacity, partnership interest, etc. An interest in any undistributed estate or income from any property held in trust under the will or agreement of another even though located outside of Pennsylvania at the time of death should be listed on Schedule "B". A completed Partnership Interest Report (REV.894) must be attached for each partnership or joint venture, and a completed Closely Held Corporate Stock Information Report (REV.893) must be attached for each closely-held business interest or sole proprietorship reported on Schedule "B". ~ _n _._ __~~....._......,... STATE CAPITAL SAVINGS ASSOCIAT1ON m Robert E. Myers Attorney at Law 100 york Road New cumberland, Pa. 17070 DATE' November 12, 1980 DECEDENT: Arthur C. Burke D.O.D.- 10-19-80 #~-19-03112 ACCOUNT TITLE #002_19_03625 ACCOUNT TITLE #002_19_03784 ACCOUNT TITLE #_- -- ACCOUNT TITLE BALANCE AS OF DATE OF DEATH $ 30,000.00 ACCRUED INTEREST 82.61 DATE OF DEATH VALUE $ 30,082.bl DATE ESTABLISHED MATURITY DATE Arthur C. Burke BALANCE AS OF DATE OF DEATH $ 20,000.00 ACCRUED INTEREST 4Yb.7l DATE OF DEATH VALUE $ 20,4Yb./l DATE ESTABLISHED MATURITY DATE 1111 BALANCE AS OF DATE OF DEATH $ 20,000.00 ACCRUED INTEREST tJ/./t:> DATE OF DEATH VALUE $ Lu,utH. /6 DATE ESTABLISHED MATURITY DATE A.C. Burke BALANCE AS OF DATE OF DEATH $ ACCRUED INTEREST DATE OF DEATH VALUE $ DATE ESTABLISHED MATURITY DATE THE PENALTY ON PREMATURE WITHDRAWALS OF TERM INVESTMENTS IS WAIVED PRIOR TO THE INVESTMENTS RENEWAL DATE. TO ACT UPON ACCOUNTS HELD IN AN ESTATE WE REQUIRE A SHORT CERTIFICATE-OF CURRENT DATE; A DEATH CERTIFICATE ON JOINTLY HELD ACCOUNTS. CONTACT US FOR ANY FURTHER INFORMATION. ./ , BY: ' Pl" ~t!~ltllti .-- lOll I 14 NonUI SfCONIJ SHill. I, PO 110)(. ltllil.IiAHfll~;BUIl{i.I'fNN~;YIVf\NI"\ IIlO~I(/1/1 ;>;UIII;'!,;' 1fS.'.i~.it ~.~ It_.--- r":--~.-=_ LAW OFFICES ROBERT E. MYERS 100 YORK ROAD NEW CUMBERLAND. PA. 17070 RICHARD McCDY - ASSDCIATE TELEPHONE 717/774~3163 October 31, 1980 The Harris Savings Association 205 Pine St. lIarrisburg,PA 17105 Dear Sir: This office represents the estate of ARhtur C. Burke who died October 19, 1980. Our records indicate that he had 'I certificate of deposit 'It Harris Savings Association. Would you please indicate on the bottom of this letter the interest accrued to the date of death. Very truly yours, R1:r~ Attorney at Law No. 4-15-801665 - Dated 4/1/80 - $30,000.00 Interest to date of death 130,175.37 Balance aa or Oct. 1, 1980- $30,000.00 intereat to DOD- 1175.37 Balance aa or DOD(1D-19-80)-130.175.37 .:..cl_ ,cF". , T.... Of" w. conium Ihl loUetwlIlU CanflrmaUan 1.ln,.Glllln ,,,hIILl lu Ihu .g,..mlnl on lhl IIl..llll .ld.h"~l. OIU,. .....n. S.caully Numbll ~ '1. ~I n t' .., Dttctlpllon ,)Mi:.I( lELEPHUNE I EU,I,I(,'d'l: , " fll...,. ,1l1l11n lhlll cop, "KI lululll dUJlIIClI. -NUll "nUtlllo'l llrul 1 III ...CUI"I.. ...,m.nl lot ,.curlll.. pUleh...d Ind delt...ry 01 "cUl'Ul" IOkS mUll bl d,pullled wUIl "I by Ihl dYI dill PE Due 01'1 " ::,", Amo"nl , I .j: ,.; I I ~4"t : I I , I , , , , , ."lIly Pl'" I t' I /:: 1,000 48 "718 .IOuanlllr 010.. AmcMIn' CO/nmllllon ..... I Totll Amounl OUI t'i'bIlIUblMI"~ , , , , . '~l ESTATE OF ARTHUR C. UURKE DERNICE MUMMA, EXECUTRIX 3'60" PARK AVENUE NEW CUMDERLAND, PA 17070 r'I,EI' LIiEN 1.1 (,I. 1,:,',,1. 5""'101' Loeb Rhoad.. Ine '" ..--.-------..,.. Conflrmallon w. conllfm nIl 101l0....lnU Uln,.cIlOIl IllllllCI au Ill.. .",..mlnl on lhl Ihelll" ,11),h"lol. I'.ell>u 11111111 1111' COllY 11,"1 '"lu,n dupllCllI wllh UUI1111110CI 1I11l11 UI !iCu:ulllU.S Plymenl fo. IICUIllII' pUIC:hl..d Ind dell.lry ...1 ..e;u,III.. luld mu'l b. dlpullled wUh u. b, lhl due d.II .....) '" Price ':1. ,. Deacllpllon '.1 r.\IY ",';'0. 1 'J " i '1' , , , I I I I I , I I'E Du. Dill ",lion TII~OII' Dlllt. Account TYPI IE. Socu,lIy Numbal Amount 26 'W 7/B GLNU;;(,I. UI)OEIII MiHUl,S i:UI,:i' IHFF[IiU11 [t,l I." :,., '. U,l I-:i !!UI "'oIulll., 0'011 Arnounl , , di' l'u!lldlltlIMIS'I , I Tolll Amounl Du. "Il i ')R' . I~ L- ESTATE OF AIHHUI( C. nUI,:li[ BERNICE MUMMA. [XECUiRIX 360 PAI,K (,VENUE NEW CUMBERLAND. PA 11070 l'f(lTT:i([l'lf i,." ~ .., , 1 ! 5h....on Loeb Ahold.. Ine; .,--'--'P 1'lllolSII flllollll 1111I1 e;OjIY dllll 11111110 dUllUcala wllh,"rllllllluCllollld/Ul s"rullllus Wit conllrm Ihlt lollowmU lU.nlole;llon Ilublacl lu 11111 oI\lIII"l1Il1nl on 11111 ...VlIIS" slll"hllllOI. P.ymlnl 101 IICUIIII.. pUJ(;h"~ Ind dlll,I., 01 .ICUIIIIII .old mull be d'pU'Uld wUh u. by Ihl dUI dill ConllrmaUon i. '. ",Ii I , , , , I , , I , /; ') hp" I.E. Securlly NulI1blll fiE DUI Dill ...;lIon Trade Dill Olllu Account .Uly p,lel ':I':li .,'<<'"")':) OllellpUon .. ,:';""1 '.'Iilll" ." Amount ,..,1. 100 'lEI 7/8 GENEI((\L MOlOI,,'; COld" ,.',., Ilu.ntll., GIO" Amounl TolalAmlKllI1 Du. "'IMdll..'MIl>~ , I , - (,F\lHLJI( C. I'<UI(I\I: EXEL:lIlldX ES rillE 01" IH:i(NICE MU~IMI'" ,!.60 PAl\!( AVENUE NEW CUMB[F(L.AND, l'I':U"L!,[Nlli,; 1'.":1 PA 1/070 5".".on Loeb Rhoadll Ine "ltlrlSU ,u'oI'n IInll CUll, .lIhl 'Hh"" ,11l111IC.'1l wHh 11I11II1I_neh dndlm lIUl:u/lllUII WII e;onll'm the luU;JWIIIU IlInll.cltan lublll!';' In III.. IUleum"nl on In. It'VIIIS" sld.nlllar. CanllrmoUon Pa,mlnl 10' IKUIIUI' pu,ch..1d Ind dill.." ul IIclulll.. .old mu., bl lllpotUld with U. by the due dill Olllce Account PE Du. olla hly .., ') ~ '.). '-."- 'J o.lCtlpUon 11 ..... ::::1', AmOUnl .,-- PIlei 100 :>0 :~o :W INI ElmA1IONAl Hfll(VESH:J, ('l) "'1.". ..:.. , I .:1;, ConIIIIDetIOll W. conllrm Ih. lollo.lull lr,n"lOtlon .ublttl III Iho 'l,Il..,n.nl on the IlV,"11 'klthetl"l f'II'''. 18"ln IIlla wIIW .ntl ",tUIn duplle.l. wllllllnlllllnc. and' Of "CUIUl.. ".,nllnt IOf aecu,lII.. pure:".."- and dell.'rr 01 uc:ullll.. lold mu.l 1M dlpotlled wllh UI lit ItIe dul dill ";".'''1.-, . '~":;~-~l~i~ . I I I Tolal Amounl Out I I ; I ~ i ". rl >. Due Date ,...... I -I' "mounl .IIIV' '"" ..... O\':,:)IJ~'> () ,~, :'.~ ~~. 1\ 100 20 ~iO ~\O IN1ERNATIONAL HARVES1ER CO I Quanttfy Ora.. AmOunl Inl'"I' PO'I.g.'MI.~ I I '). ESTATE OF ARTHUR C. BlIRI<E BERNICE MUMMA, EXECUTRIX 360 F'M(I< AVENUE NEW CUMBERLAND, PA 17010 PfiEFEm::N r] fIl i(f,ll Sh.."on L~b RhOld.. IRe '1.'::_ .. THE NORTHWESTERN MUTUAL LIFE INML] INSURANCE COMI'ANY. MILWAUKEE_, .-.._,-- 7;!O [J,'Jo1 WIHCH1\1Il ^Vt!nu(~, MilWdUkt!e, Wisconsin 53202 Novemher 201 19HO ARTHUR C. IIU ilK I': 1206368 Robert E. Myers Law Office 100 York Road New Cumberland, PA 17070 We were sorry to learn of the October 19, 1980 death of Arthur C. lIurke. Please convey our sincere and belated sympathy to the remaining rmnlly and friends. Policy 1206368 has a face value of $2,000. Included al the time of scttle- ment will be a final dividend of $249.92 and additions of $3,800. The net proceeds payable are $6,049.92. According to our records, these proceeds are now payable to the Executor or Administrator of the Insured's Estate. In order to proceed with settlement, we wili require a certified copy of Letters Testamentary or of Administration. The enclosed Document 90-31 should then be completed and signed by the Executor or Administrator. These items should then be returned to us, along with a certified copy of the Death Certificate, through our local Agent or our General Agent, .John Pierz, CLU, Post Office Box 1966, Harrisburg, Pennsylvania 17105. Please feel free to contact us if we may provide any additional information or assistance. .,j..J /.. /" . ,,~. ,. JI_l.dU_Y.t..'.. .. h..<J.("/i.~ --l-l.:..~'':. Linda M. Sch~ffler _ /; Claims Analyst Policy lIenefits Department ks cc: 72 1(1 'tf-f'o QUESTIONS CONCERNING PIlOPERTY THAN~FERS 1. Did decedent, within two years of death, make any transfer of any malerlal parf of his eslate wilhcut receiving valuable and adequate consideration? (Answer "Yes" or "No".) __)"'s 2. Did decedent, within two years of death, transfer property from himsp.1 f hersel f tlj himsel !/i1ersel f and another party or parties (includillg a spouse) in joint ownerShip? (Answer "Yes" or "No",) _11~ 3. If the answer to one or two above is "Yes" and the Ir,lIIst']rs are cl;rimed to be nontaxahle, providr. the rollowing information: a. Age of decedent at time of transfer. b. Copy of death certi ficate. c. Affidavit by the attending physician indic<lling 1I1C st<lte oi decedent's health at time 01 transfer. d. All other information supporting nontaxabi lily of transier, 4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuahle or adequate consideration therefor which was to take effect in possession or enjoyment <I' or <lfter his/her dr.<lth? (Answer "Yes" or "No".) no a. Was there any possibility that the property transierred might return to IransfelOr or his/her estate or be subject to his/her power of disposition? (Answer "Yes" or "No".) b. What was the transferee's age at time of decedent's death? 5. Did decedent in his/her lifetime make any transfer witheut 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 beiore his/her death: a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) -D.C- b. The right to designate the persons who shall possess or enjoy the property transferred or income therefiOm? (Answer "Yes" or "No".) ne 6. If the answer to five b. above is "Yes," state whether the right was reserved in decedent alone or others. 7. Did decedent in hiS/her lifetime make a transfer, the consideration for which Vias transferee's promise to pay income to or for the benefit or care of transferor? (Answer "Yes" or "No".) tlV 8. Did decedent, at any time, transfer property, the b61eficial enjoyment 01 which Vias subject to change, because of a reserved power to alter, amend, or revoke, or Vlhich could revert to decedent under terllls of transfer or by operation of law? (AnsVler "Yes" or "No".) --D<>-- 9. If the ansVler to eight above is "Yes," Vias the pOVler to alter, amend or revoke the interest of the beneficiary reserved in tile decedent alone or the decedent and others? (Answer "Yes" or "No".) ,- -.. _. ".",.~,~-- Pagt> !. (l') TIll' h;lIaul..... 01 fUl'llisltilll',:. In my dl';lrtllh \llI11'-hall) hClWl~ell Rlchard and Ik.rllic.... ~lul1ll11i1/and ~largart.l ~1. ~-!. 1,1 Ill' divid,.d II itl (dill' iI,111); (I") Tht! balance Ilr illY l':ilall' tll .11Il iil ,I. NI'ld~-," Ih ( Ihll' l.allt', Athena. Ohio. ITEM III. t herehy nomInalL!. c()nHtitutt~ ilnd ;Q1J1oiut Ih!r11i.Cl' NlIllUlliI as , I" ,'(I1~, Executrix of thiu my Laut Will and Te"t,IIlIl'lIt; III tl", ,'vent till' ",lid IIL'rnl,,, II: ' ~ II!~ 1IrIIl&'~~~i~~~~~~1"'ii~(t" fo~1 ~h'y"';.oson, I then hereby nomfnAte. 'r r a~i~~~U: appoint CCNB Bonk, N.A. as sole gxeeutor of th IH my . I{ ",' ,. . I " ! 1 ~ ,!~ '! 1 .' ~ . '. . il !': .i~' Lalit Will and Testament and I direct that no hond he re'lul red of my .. . II': EXecutrix. iTEM IV. 1. authorlze and empower Ill)' pl'r~..lllal fL'J1re:-;.~nlativl' and/or !;aid Trustee to compromi.~:H..', adjust, relt:a:i.... and disdlargl~ ill :'lIch manner as my pt~rsonal repr(lsenlHLivl.~ llIay ,dl'I'UI PI"ilP(~I', ill I oIt'hl:, .Hld eluims owed by or to me or my 1~:;Llll'; to .";cIJ, Il~"~j.' or jlj(,'halll',e ,I' puhlic or private sale or in l-iUCII manne!", at :-,\H'11 pi icl'~;. ,IIlJ IIpllll ';11I'11 tern,s of crediL or' nl"herwist'!. <J~ 11\)' pnr:i'Hlill n'I'(I.:it'lll:lf iVI.' nr :;;lld 'J'rllstue may deem propc"r. a.11l1r any part .)f my !1J"lIpt"""Y, fl';) I or )ll.'r:...n:ll; to execute, acknowl('dge and dul ivl'1" In:~trul\ll'nt~j III I'l!lv.'valll'!.', ilH'ludiu;' del!ds in fee sImple; to borrow mOllt.)' for thL' pUI"l10:i.... .d. pavinv, l.:-;tHLl', inheritance or other taxes whIch art~ rU'luf.red to IH' IJilid ulld to see un' any uuch loan by pll'dge or morlg:lg~ 01 all or anv parr 01 JilY prl1lh!rcy and to execute the net'eH~iJry in:Hruments to carry our: such power:;; :~o distrihute my esta tc [n kind or partly In mon.'y ..r p.lI'tly j 1\ k tnd. and to dt!termine the f:lir value at which ,lilY property so ul~tr:ibuled 1n I\lnd shull be received hy the dlstrihutces; to conduct anv huslllt~~;s in wldt"il J llav~ an intl!rest OIL lilt' time of lilY dccea::ie, (01 :iu,'h pt:I"HJJ ':W illY pel':Jllnal rcpn'sentat ive may dCClI1 pruJll!r, power Lt, 1111'.1" 1',-, Inl'lwy alld plul>',t~ r:he as~;cts t)f Iht" hu:;int's:; <llId tilt' powl~r III illI III "Ilh"r ,'II"..: . ~ . . , " ~ 4~' .. IT ..--- .. .., .._......... I'''gl' :I that It 1n my 1 Lf(~til1le could have done, tll d,'lt'f'" e :-;ul'h pllWt!r ll' ,lilY partner. manager or l!mploYt~c without liuhil it;, lor any los:-: Ut currin)'. therein and to organize a corpol"ution tll carry tIn ~aid bUSjIW:i~ liS capital to such corporation and accl'pt stuck in tile corporation in li'-'lI th"reof and hold such stock for the uses ur this III)" l~jl.J, alld t.. vot" : I . ii' ..j" .. . , said stock or to sell the same 09 to my per~onal reprCI.wntat ive mny S('CIII j; . . best; to retain all stockH, assets, bonds ilnd invcstoUJntH owned by Un.~ w1thout being confined to what Ls known 01:-) l...gal invl:!stlllcnts; III expcule any options to purchase, to apply fOL" stt)cks. b(IIHI:.; ur otlu..r ird'. :1.1I1('IH~;, to purchase Dr nthcrwlsc ih:C)U i rc real C:-ita tc ana I (J L'xecu tl' tilt, q;lIIh' pO\-lcrs thercover as hereinla,rure p,dvilIL'd; 1'1 rlt~,jTl inu..'1 init,~I,' illl par"t of my Hs~ets, re':l] or per:-ic>tlal wilidl of fllOIY 1II'l"lll!ll:> 11l1prlldlh'l i\'t~ I)r to make Halt., thcl.L'of; tl) pay earrying ,'har)',l'~' oI1HJ t'x!J.'Il:;l-'S I.f lhl property out of other principnJ or incolLll' ": Ill)' l'~.tall'. Till.' IHlWI-nj herein conferred Hha] 1 be to illY named Ih'I':-ionoll I UI,I"CHl.'ulal iVt.: iHtd said .' Trustee and all l-iUCI~eHsors lh,'rell) and shill I b(' in ;Jddil-ion Hlld 1101 III limitation of other powers conrerr~d on ~jilid I LJul'l..ri.~s. IN WITNESS l'liEkEOF, I, Anhur C. Burk,' 11;1"'" to tlli,; lilY I.,,,,t h'j II and Testament, t ypewri tten on three (3) Slh!etf l'f 1'i1~l'r, numbt..r(.d consecutively, ~;fgned lilY IUJnIt' at till: hntltll1l oil ,,11 ptq~.!:-; hl.rl.'tu ldr Ill, purpo,se of Ldent I ficati.on .:.Ind at Lhe t'nd Ill'!"'"' t".1 P,I).',I" .~ hilVI-' SI'I ,1\ halld and sea I d;IV of , J ~I (:;",',L) Signed. sealed pubJ-lsht!d Llnd deeL-necJ hv the "JU)\' ~ n:llLleu Tt'stillur. ull the day of , , 1. Y , as d;ld f IIr II i ~~ LIHt Wi 11 dud '1\.lstumcO'tt;t"lw preHl.~~-;r-U-~~ \.JhoLn hin pre~;~llce :Il1d ill (h.. 1',..-:il'llI'l' of each other havl', at hls request, suhscrfhl~d out 11mb ~H "I~; 'w'itnl':-is.':: hereto. 'J.lme -_.~- .._~--------_. Addn',,-,,- __h Nalll~ .-------.---- ---.-- --. ----...- . ALldreliH ii..iU;e-----~-- Add res:; 'REV,,,",,3 EKI.(3-80) CO:'llMPNWEALTH OF PENNSVLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT OECEDENT SCHEDULE "0" BENEFICIARIES *' (Instructions on Reverso Side) Estate of Arthur C. Burke RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY BENEFICIARIES AND ADDRESSES DECEDENT BIRTH . on" . U. . "'~~~,. ,C ~/." ^^^ , , I~ _c 360 Park Ave. furniture New Cumberland PA Margaret M. Meritt Niece yes of age $ 30, 000 and 1/2 of 42 Beaufort Street furniture Sumpter, SC 29150 Richard Humma husband of niece yes of age au tomob ile 360 Park Ave. (1700.00) New Cumberland, PA Julia J. Nehls friend yes of age 2 \lOoden chests and 16 Cable Lane residue m.'^ , The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH N/A __(J- ~o- 30'ltd SIH.L 1'1t.LO.L I I I I I i auoN l ,II/uO asn '"P!lJOI lS31131NI N 3nT\I^ 'ON NOI1VnlV^ S,lN3Q3:l3ll '!J l3>111VW NOlldlll:JS30 W3l1 lN3WlllVd30 ~o 3nW^ ~ lVlOl 3 d a'l~nll '::l ~(llP~V !O alB1S3 (ap!s aSJaAal:/ UO SUO!IOnJlsuJl ~ .~~ Al1l3dOlld 03NMO A llNlor "3,, 31na3H:)S .lN303030 .lN30lS3U X'lI.l30N'lI.lIU3HNIIl3dSNVU.l 3nN3^3~ dO .lN3W.lU'lId30 'O'IN'lI^'^SNN3d dO"HJ. ''O'3i!^NliIIIWOO . '(ori.t) +x;, ~S"^31ol INSTRUCTIONS FOR COMPLETING SCHEDULE "E" .... . Schedule "E" must include all property. real and personal, owned by the decedent 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. 1. Describe all real property as indicated in the inslructions for Schedule "A", Describe all personal property as indicated in the instructions for Schedule "B". Include the name, address and relationship to the decedent of the co.owner (sl and the date the joint ownership was established. 2. Indicate the total market value of the jointiy owned property. "..~"."-","","""-",,,, 3. Indicate the percenlage of the decedent's interest. 4. Indicate the market value of the decedent's interest. C ." 0 n ;,- 1"" > ~ Z > 0 0 \:1 tr. \:1 C'l n c: \:1 -; z ?:: z t"' rrJ rrJ ;r, Z > 9 $) t"' Z ;;:l -; z Z 1'1 -; rrJ 9 -; m 9 -:: (J') (J') Z 0 (J') 0 -' 0 ., ." ;d ~ :> 0 -l ." - ." 0 ~ Z ;; t" c: (J') m 0 Z t"' -< -:: -:: ~ rrJ rrJ ;,- > ;;:l ;;:l R EY-U7 EXt (7-110) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT GlORIGINAL o SUPPLEMENTAL File No, ~.Q-~86 Estate of Art.hl1'" (1. 'Ru,..\rp ~.(Io... ~..~., '''"'''', ~, r " . ".-'1'. . , '" . \~f!.~~f~~~:; County Cumberland Dote 01 Deoth October 19. 19Ro In the event that any future interest In this estate Is transferred In ponesslon or enjoyment to collateral heirs of the decodent after tho cncplrotlan of any oltate for life Dr for yearl, the Commonwealth hereby expressly reserves the right to appraise and ouess transfer Inheritance tons at tho lawful collateral rate on ony such futuro Interest. PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH ASSET SUMMARY 1. Total Real Property - SCH. "A", . , , ., $ 2. Total P...onal Property - SCH. "B", . . . $ 3. Total Jointly Owned Property - SCH, "E" $ 4. Total Tran.f... - SCH. "C". . .'. . . .. $ None 2,1.4".98 None Unreported $ Unreported $ Unreported $ Unreported $ 17.000.00 LIFE ESTATE DANNUITY TOT AL GROSS ASSETS DREMAINDER O' TOTAL VALUE DEPARTMENT'S APPRAISED VALUE $ None $ ~1.433.98 $ None $ 17.000.00 $ 248.433.98 $ I do hereby certily that the above appraisement is made in conlonnity with Pennsylvania law and has been filed this day with the Register 01 Wills. ,__ V. j) ( If) \ )9 (Ui ri.Jl (1) (I) !ZiSm n (I Ii ~ 08/19/81 / APPRAISER DATE RECORD,:'>I :-. "';' REGIS;':' .. ~.. U' w: '" ;;:. ",,\ c.;,.,. 6~; wt,' cl-- CX'(h 0<::'; toe) ~'" '81 All!; 20 U 1 :(' CLER;\ - [:;,1;,:..' ClIl.1BE,,,M;, (! <R ~ M ~ ~ ~ Z ~ ~ 0 :>- ~ tIl ;::l 'd " ..:I <II <I: M - l< U Z '" M 4' - ~ M I>. 0 I>. - 0 ~ <.) ~ 0 !:I: l:- I>. !-< 0 tIl 0 Z 0 tIl 0 - ~ tIl :>- !-< Z E-< ~ E-< ~ Z Z ..:I 0 - 0 <I: 0:: Z ::<: 0Cl o-l Z ::E Z E-< CI ;::l U (.;) ~ - ~ tIl ~ 8 0 <I: Z ::: ~ Cl "" :J > .1, .""",.",... ,~fYi . '~~.i;.:...... . ~~~~' 1i~',: ~.'.' .~~.~. ..,'," ~:\t.) .fR. ECEIVED '."c' , FROM ~;Ir':.'.','.,,' ~f,~ >~DDRESS .100 YoU .... ~")~;i;"i"C - .~1u4.' M. 11070 F~j ~L~~~~~~~___________~_____________________ "'~li.':ESTATE INFORMATION: oat-ober 19, 1980 .'g; NBt r:.~F DEATH. ,'-'",~,":> ':~ ,,:;, ;,c'FILENUM'BER r:iJ~t~h~'...::. ' ',':(DATEOFPAYMENT ~k:;'/Y/," ~"!" .: ,,,">NAMEOFDECEDENT iJ,"i" .'... c; - u1anll c:"COUNTY .. '. 17.:;;:....~:-:------- 1 POSTMARK DATE ':EMARKS: .. MJD . 011 Ale .__1.. ",' .". ';,'.~." ~,:{;;~.; -. ". ," TAXAT 6% TAX AT 15% '-'.,~~:'~ bberi B. ~n, pq. '-",... TAXAT_% TOTAL TAX CREDIT , :<~:'~~;~. 15 000 01'1 , ., .-7::":~_ ESTATE TAX '~"~'_:, 21-10-1. oJU. 1',1111 luI:a"alJa e. BUUI m LESS DISCOUNT % INTEREST TO_' PLUS (FROM . '>;;" m TOTAL AMOUNT PAID ",2JO~"\ . ,,' i;<"'~~; ", ',' ',':" '~; Q, ':.,:/~ '.:.'. SEAL RECEIVED BY 2a~'~~T~.' .... ....................... M9utu'trL.l18. ". .. j. t., ;.,,'~:..;.:~ .':~.~ . -.~.:~::'\'~: " ,'.r REGISTER OF WILLS ';'C" " "". "-,.".....10\. . _, 't'i-:"i"f' .,." . >> .".. J'~ ......... ... t..':'.,. {",. ....tf.'r .' . t :.iJ:.- .o;.t~ '':. ~.~ ..'.". ,\ i"'. " ~ :a ,:..w:, , · '. ," ", ~""; . 'fS'- . .:.~- ,-..~ I, '" ~, !-,l ~J.\~tr~ ;,fiI.~. ',I , ~,!' ".' '- ':~!. lj. , - -...-_..~ ",.-.. ... . COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND L J 55: Bernice Numma b.ing duly o"nrn .ccording to J.w, d.pos.s .nd s.ys th.t she i ~ thl> El\.CC.U.l;lllL._, __ ,__ of the Estate of Arthur C. Burke l.te of ___~aml'_.!'-ig_____ - u_____ , Cumberl.nd County, P." d.c....d .nd th.t the Bernice Humma executrix within i. .n inventory m.de by __, the ..id of the entire .st.te of ..id decedent. consi.ting of .11 the person. I propdtty .nd re.1 estat., .xc.pt r..1 .st.t. ouhld. the Commonwe.lth of P.nn.ylv.ni., .nd th.t the figures opposite e.ch item of the Inv.ntory r.pre..nt it'. f.ir v.lu. .s of the d.te of decedent's de.th. Sworn .nd sub.cribed before me, , ''J -t~'''~...../ ~'1<<")?<->>"1<~e:'__ _....._ - Executor. Admlnhtralor LfhCUl r..a.. :J-G;, \...I'nAAJ{ ,0, , Notar~ PUblic 19 'l/ l)/h) ilCLLJ?- u 360 Park Ave. New Cumberland, I'A 17070 t:('~..!~. r(" . 1''':/~':I: ;~.. York C:>. ';c'I.8,1932 Add".. Oat. of De.th 19 1980 October D.y Month Yu, INSTRUCTIONS I. An inv.ntory must be filed within three months .fter .ppointment of person. I repr...nt.tive, 2. A supplement inventory must be filed within thirty d.ys of discovery of .ddition.1 ....h. :'l C-I,n 3, Addition.1 sheets m.y be .H.ched .s to person.lty or re.lty "'i 5~ ,~ , 4. See Article IV, Fiduci.ries Act of 1949. ;:2,':; r' oS - ~~ '''''' "'0 ':",:Tl .s~ , , 7:: N ....., ',.' '1; .~ I.;J >- ..; ~ '" t- W ~ co ~ c.: t- " '" w ~ .. I 0.. U 0 0 .. 0 0 w VI C '" ,.. w co J: c.: " 0 I t- o.. LL .,; 0.. c t- ...J ~ M Z 0 OJ 0 N LL ...J <( -'" 0.. :I: W 0 <( w ... ,;. > Z c.: ::l 1 . <( Z 0 '" c C ~ .; - VI Z . 0 c.: U Z w <( U ... 0.. ... -0 c ::l " ..c: - -;: '" 0 .. ... ..a -0 ... <: .. E 0 . ~ 0 " it 0 ...J U III ',' '" 11 I " Ii :1 IN RE: ESTATE OF ARTHUR C. BURKE IN THE COU?T 0" COHHml PLEAS OF CUHBERLAND COUNTY, PENNSYLVANIA Late of the Borough of Camp Hill, Cumberland County, Pennsy1vnia, Deceased No. 21-80-686 FIRST AND FINAL ACOUNT OF BERNICE HUHMA, EXECUTRIX OF THE ESTATE OF ARTHUR C. BURKE Date of Death: October 19, 1980 Letters Granted: October 27, 1980 Letters Advertised: Cumberland Law Journal, November 7, 14 and 21, 1980 " Evening Sentine1,,,.llovember 3, 10, and 17, 1980 SUNHARY AND INDEX Page PRINCIPAL OF PERSONAL ESTATE Accountant charges herself 2 $231,688.53 3 79,631. 73 $152,056.80 4 3,868.07 :' ,. 4 . 1,111.10 2,756.97 $154,813.77 Accountant claims credit Balance INco~m FRON PERSONAL ESTATE Accountant charges herself Accountant claims credit Balance BALANCE BEFORE DISTRIBUTION ~ ...' ~ I"., It.i..J Household furnishings Automobile, 1971, Pontiac Checking Account No. 18-65-297-2 Dauphin Denosit Bank and Trust Co. Checking Account ilo. 119-781,-7, CCNB Bank, il.A. Certificate of Deposit, Cumberland Valley Savings and Loan Assn., C02-l0-706898 Principal Interest to date of death Certificates of Deposit, State Capital Savings & Loan C002-l9-03ll2 Principal Interest ta date of death 1'002-19-03625 Principal Interest ta date of death C002-19-03784 Principal Interest ta date of death Certificate of Deposit, The Harris Savings Association #4-15-801665 princioal Interest to date of death Metropolitan Life Ins. Co., Policy #16000G - nayable to estate Northwestern l!utual LIfe Ins. Co., Policy !11206368 - payable ta estate 1000 shares cornman stock, AT&T, at 48 7/8,less dividend47,150.41 126 shares conunon stock, Gen. 1iotors Corn, 48 7/8 6,056.93 120 shares common stock, International Harvester Corp, at 30 Social security check for October, 1980 Bethlehem Steel Co. pension check for October 1980 Bethlehem Steel Co. pension check Refund of security deposit for apartment Cash in "allet at death Social Security death benefits 1980 IncoI!1e tax refund Checks on hand -2- PRINCIPAL OF PERSmlAL ESTATE The Accountant Char!\es Herself Total d j 1! H ,. 2,137.00 1,700.00 33,021,68 11,562.25 10,000.00 269.10 30,000.00 82.16 20,000.00 496.71 20,000.00 37.76 30,000.00 175.37 1.,525.79 6,235.16 3,521,.66 339.90 704.55 21, .33 50.00 120.00 255.00 529.77 640.00 $231,688.53 ,,\.. L "'~ iJv I,.ut l.D!:l, 1\ II 'I " ! ~ 'I Ii !l I' -3- d i\ I, " :i il PRINCIPAL OF PERSONAL ESTATE ,. ., " ,\ Ii !I I' d Hyers Hall Funeral Home, funeral expenses ;1 Hax Blatt, November apartment rent Ii :largaret Herritt, wditness fee II, Gingrich Uemorial, ate grave marker Harrisburg dairies, milk bill ,II Homemaker Service, final bill I II PP&L, final electricity bill " Ii Harcie Shuey, furniture appraisal ':1,\ Joseph C. Failer, crate chest to send beneficiary R. Humma, frei~ht for chest ;1 Bell Telephone, final bill I, Reimbursement to Robert E. Hyers for letters, 69.00: Ii short certificates, 14.00: advertising, 36 .00; file I debts & deductions, 5.00; file inventory, 7.50: certi- i fied copy of will, I, .50 II Register of Hills, file account II 1,Iarv Ver Hage, notary fees Register of Hills, reserve to record release !! Bernice Mumma, Executrix's fee \ I Robert E. Hyers, attorney's fee ii' Register of Hills, inheritance tax I, Register of Hills, inheritance tax 1,1'1' Internal Revenue Service, Federal Estate Tax State of Pennsylvania, 1930 State income tax I' Internal Revenue ServIce, 1930 "J,duci.aries Ped. inco",e tax 1\ 'I State of Penns~'lvania, 1930 "iduciaries State inc. tax I, :es~!:ve fO~ I~i~~ciaries inco,"e tax for lep.l II eg ster 0 i s, Inheritance tax ,I ,\ II " ~ ; I, .- " >I I' i; I i I \ The Accoutant Claims CredIt as Follows: Total ,. :1 ,: , " Ii p ;1 II 1\ L .11.:\ v.... ti."c l.<JoJ 1,070.00 350.00 25.00 32.00 3.01, 15.00 20.66 25.00 1,5.00 23.68 20.41 136.00 35.')0 10.00 10.00 12,741.00 l~, 741.00 II" ~50 .00 15,280.41 16,518.58 76.98 120 . 71 35.06 3,000.00 42,20 $79,631.73 I . i J, . - ~ - ;.- =-~~7' -- ;:;: _~:;,",:r.;' . ....~ II il d 'i I, ii :I I, " " " ti II ., !, II ~ I Ii !j II " Ij " 'I I: )! ,. " II ,I ., 'I II II 11 II i: " 'I " !i i' ,I II 'I !/ II ., II Ii II II II 11 !i " ii " " I; " I) :; ~ J :1 " il I, I -4- INcmlE OF PERSONAL ESTATE The Accountant CharRes Herself as Follows: State Capital Savings C.D. interest, Nov. 1980 Harris Savings Assn. C.D. interest, Nov. 1980 State Capital. Savings C.D. interest, Dec. 1980 Harris Savings Assn. C.D. interest, Dec. 1980 Cumbo Valley S. & L. Assn. C.D. interest, Dec., 1980 International Harvester stock dividend, Dec., 1980 State Capital Savings C.D. interest, Jan., 1980 Harris Savings Assn. C,D. interest, Jan., 1931 A.T. & T. stock dividend, Jan., 1981. State Capital Savings C.D. interest, Feb. 1981 Harris Savings Assn. C.D. interest, Feb., 1981 Total The Accountant Claims Credit as Follows: The above includes interest accumulated to the date of death which was inventoried under the foregoinR Principal of Personal Estate and therefore duplicates assets for which the accountant is entitled to a credit. $278.95 286.08 284.08 276.85 391. 81 75.60 288.95 286.08 1,250.00 27l,.33 452.19 $3,368.07 $1,111.10 Respectfully submitted: (~P"~,t.<.- \l'f;.^~~"'''-/ ernice Mumma, Executrix !. ,.It.:'i ~v r ;,...c J.'JiJ r I , I I I I I I I I I I i i I I , I ....' ~ CUMBERLAND LAw JOURNAL Farmers Trust Building One West High Street Carllsle. Pennsylvania 17013 .,IV?I.. ,19.~P. Cumberland Law Journal is published ever~' ~'riday b~' Cumber- land County Bar Association and is designated by the Court of Common Pleas as the official legal publication of Cumberland County and the legal newspaper for publication of legal notices, TO: RQb,er,t.E.,~lyers.".Es.q... RE: )Nr,k~." A.n:Jl\lf He;, ..: .Es:t;at.e.. Legal advertisements must be received by Monday Noon, All legal advertising must be paid in advance, Subscription $20,00 per year, Make all checks payable to Cumberland Law Journal. Advertisement inserted on following dates 11/7, 14, 21/80 Burke, Arthur C., dec'd. Late of the Borough of Camp Hi\1. Executrix: Bernice Mumma, 360 Park Ave., New Cum- berland. PA 17070. Attorney: Robert E. Meyers. . '.-, .. ., ...... ~', ~ ~" .',,,,; :~;t . '..:..."....:...::r".l. \,' , ~.,' ~ ".~(~.(lr~, I.."..~' . u.... . '~ ' , . ~~'.J.l' ~~J . : ',,:f' f.. ,.' . \ r 'il :,~r,. j )" \f.. ~~ ',\;,;t:! :{ ~ ,.4 . , .r ~", ' .' ! , {f' f' ;. I ' \ .,' l ~ .. I I t:.. ".'.~...-- , I ~I ."'. .,.-........ Advertising cost Proof of publication Total amount due " {i .. 1 '. " I 18 00 " , I . i~'" ..' "i" f ~.:; ! .' , Payment received.... ..1)/)...., 19S,Q, by .Jql)1es,.lL..ll.umer/.sa ;~1.,-c;.t;;l' J f"-;.:." ~t.." '1;-; , ' .' .~} , , ' :.:~\ " ~-li\1 .. ;},; ,,\~, , .... -'. ~ 'f * '~~ .... \ J ' .1, ... (i."f -.., ~ i~/r~;l" '\o-:~~~~'- . .... '~~7;i. . '-"t -~'"1;.;.. , ~~. " ~ ',.. , .', " , '.~:: .,i> I . .''It>- " The Law Journal Committee hUll fixed the following ndverli.inK rates Estate Notices " ,. " " ,. " Fictitious Name Notices " Admission of Law Students Corporate Notices ,. ,,'., ., ., ., Change of Name ., " ,. " " " Dissolution of Partnership " " " ., " " ., Register of Wills, Clerk of Orplnlll8' Court, Pro, tho notary Accts, '. " ,. "" " " Proof of publication ",,' . " " " " $18.00 20,00 10,00 20.00 12,00 25.00 10,00 2,00 Above rates include one proof except fictitiou. name untie.., for which two proofs are furnished, Advertisements not listed above are computed according to Ihe number of lines at the rate of $,40 per line, In estimutiug cORt, count 5 words ta a line, In order to keep administrative expenllC8 to u minimum, th" CoDlOlittee has directed that checks for advertising cORt. .hall a.'- company all matter for publication, The Journal is published Friday of eaeh week und advertising matter for publication must be in the hands of the Editor uot later than Monday Noon. , ~ " :1'.... ~ . "-:~'" ~' --;/ .".' ~'t ' .. .;."~. ~'-!l:';'~';' ~ ;~',~'i: 1 '.. ;., ':::r,;, '1-", :", : ~.~, . ''r.:- ~.,. : kl't-'fJ::. ,X, ':' ~, ~,. " ..~....I~ ". .. . .. I,..:\,:'~" -...,~i:,,: , r' <,;..:, , '''I' ~ ")' ,. I f ..~ '.., {[ ..... I .l I "".":o,:tr"'t ~.. . ~~ ,:." . t. 'I" I' 't ';',' "~'" ' ,...~l ,.i'" r......~. r ',.,. . ... ~;, . .. # .f ~ ~. "," _. 1~1-;.I1.'" ' ':t,.... ., . \' " . .. c. ~F';;;: "-. ' ~;. -- ~::tr, ';..'!- ., , " " \~. .~ !"';. , . J ' ," '. ..;#fjl." '" ....\'......i/. '.:'. -''f" ~. #. "., .. '; .- 'v,t...J \" , }!.. f ~ , " "t " I 1 '~\ " , I , I ( I \/ :J(,\ >" \.: if;: . .\. " If'}! .L~- , , . , , I ! " .,. ~i1i' ';"" ;},l! \ ; '5(- i , -! .;. . Proof of Publication --~ Blal. at P.nna7Innl.. l aa: Counl7 at Cum berllUld. r of THE EVENING SENTINEL, of the Count)" and Slale a(oresn1d. being dul,. B""orn, deposes and 88.Y5 that THE E\'ENtSG SENTISEL, a JlCW3paper ot Ilneral circulation l!l the BorouJ;b ot Carlisle. Count~. ant.! Stale aforesaid, was established December Ist, 1581. since which date THE EVENING SEXTINEI, bas been regularl,. Is!\ucd In said County. and tbat tho prtaled DoUce or pUbllcaUon attached hereto !. ...cIl7 lb. aam. as "'OS prlntcd aDd publlsbed in Ibo resulor editions an~ lasues at Ibe aald TilE EVENING SENTINEL on tb. tollowlns dal.s, TIs Copy of Notice of Fublication Wanda Shaf!"~rLC1erk November J. 10. 17. 1981 All/ani furlber deposes (bat be :a not lnteresled 10 (be BubJect matter or tbe ator. laid Dotlce or ad,"crtlscmcnt. and that all allegatioDs In tbe foregoing statement sa to time, place and character of publlcaUon are true. i)/ ~~ . v' LI;!,'/it,., dlL-~ u t/ ! SworD \0 and subscribed betore me tb1...o:r!'!\:!.lX1;Y..R~:t.l.l.............cI&1 of February 81 .........................19...... 'I ..)?2{!:J:kY.-Ik,~b&.'~. NO~.'" .My commission expires: MARlETT A fiCKEl, Notary Public fr'ls/e, C~~berland Co., Pa. Y CommIssIon Expires Dec. 15, 198.c " :;:H!~' '.. i. ... ~~tl:t~'J~:H,i' ~~I~'~k<~.i!~" , l:IIif,~..i......, .' . ,....;;.:!:'-~,I'I.., ^ . <f:....'~Y' 'l":fi[-' ~r.ljl;~'1;;", O,Ii i;"\1Jri\; ..." }..',~ ?~CU,_~';(;l~. .~~;~~~iirl; 'I'<'';'''~'''I'; i' ll\o.~r.s::Pi~:\~ :z;~r.da:;(i<./i ~1'ICU,"'~,'t,,: ~ "p.t'~jj.r.!iY f I..~~~i?i'..~ ~'>"~~b~i( u.. .,-, ' "~.6l'11.,, ~' liLi," tql;~'; (ji, ~ r.:t,~ -' .~"" "",'e""".l ;!~;<tJjCDN~ ~~tl'."",!; ~:;gl'rll{)1 .0-:', .0.". 0') CO"" ~~J- 1'''''.'.:,' ~fg'l ',i-I,'i" !fH~ ~~fl;:' l\,,,ti.~4t;;:t '~~' "Oi~ .~ ":2; 'I ' ,l"'._.",,_.>;,~ I."" 1 !>~": " ' ~.;: ~~ ( .\ .c:q.o 't:J .. <.' .1, f~' 'r' c:: l'II .. :, ;.;C <II '". ICI;O CO f""t' c:: :,,;;;~ e.l~.. ,,' 'oa'~" ell., "~":srcal" :iR..::.;'u'c::.;.' '1,:;_<:'GJ'.i'~~C::,'" ',i:::!._"~c~:,,,",,"CU."t:1 ':7}~-:::~:t'"'t!~ cu,.. ;'~."10.,,", ....t.., co, ;}~~~t:~,' ,~,..~,:~':~ m, ;:' ',":",','<'",icuce-,C::,'''' . )::~E-.""4.J"IU:I~ , ~:~~,~..~;;.~ .... ~~~-t,~}!Xr:~;' .. ;'i,\2"'..' :f;~',!?-!:.~.:';. <r-' , :;:~~<. .> -; ~:. :, \ ' . ::: ':r: ',' "\- ',:!,,;::. II'! e.l: = Hiii' ,,~"~"~~' '0 ~ ~ ..;o~ ~ ~:.. ~ ~'.ll 0,' o _'~lV U'''Q,~ . ~i'f:c . ~"'~E,," , "Cl '; '" , Cull ~<- . "i Hid .'\\~~ 8 - i:' .... 'Q_UO "l.,t ,lilli' ,-:I ,'cS ~ - ,,8 c_:t __ . . .' . , ., "\- I ~ o f;n~ ::Of>: 81:: ~'~ ~ . ;; I>l f-<U ~~ ~I>l "" '0 - ij ... '- - '" '- ... " " '" C. .:: - ~ ... 0 ~ 0 - '" " ,9 0 - " " ... '" .~ .a ... 0 '" - - ,..: ::s C,~:::l " ],:s ~ U 0 tJ, "':J ~ rr.. ";; 0 ':': .... 9- -I J: ',. ;. ~ .:; .~r 11 ~ =.-, :i;' ~ u 'C .-.~~' .~ ' :.t ~ .~; .... ~, g';; Ji ;:.3:.~::;~<~,:::~f... " _'.W, .,C: ",,")'.olll j ~l r.;/~ al ~'1S ~ t;'~ =..~= = ;.C;"CI Q.,S"c't"aS g. ;.' ii '" " gj .::8'... ~ ....-:5... 'O'C;'Ql ~ ..; .... .... ..... >.:":"': ..c: " "," ,. 0 .",... '. . U 0 :'""0 o. ~ .~~: t '$ ~ e a ~ Q) ~.~ ~, ." ;1.. '. 3~:5. ... :. ..... ;, ,i.:~.;-.'.:~.r;I:G:.~A:'t~ .':'.2:";:;'??~:j~ ,:.'!V\f: "j ';:C:':"l,"~ . .. .. ...;,:~~~; '~,},\7.;:: .jf\;;)~' , I',,~;i'~'{i~~r . .\ ..,,-..,.(~.,!,,'J ;~::',:~:~'::;h.~;!~ '.' ;-'. i "; I ','J:.;,1~ , ;' ..~.""...:."~ ,i.:1!t~,i~tk ,'" ' ~ ":~::.~mt~ \ " :~:},~.':.\:'::~'~;;.N;fr .-3' ;, ,"'{;'",.,..I.._.... "..,...~ '~~:f::::>,::,:~=--!,;'~i:;t{1IH~~ I "., ,.,....,..,.,if,,,,,,~ ':: ..,:.:~\~j~::~,e~J.'bl~~~iW~ ~'-. ',--~ r.n:O"~"~"{"'J:""" ~l . :,; '~":: -to~;:;;~/;;,':t:.tt N" -: "'."l'1"".t,f,..\t';'~l ~. ),:'~~i,,;1t~~1~, :. -:., ..' r-"'::~":-"::~";'~';"!:";If.0I' ., '. ..:.--...";..."i....<;..l.~. w'.~ ;':"::::~\!j~4~/.L;W,.'W;~41..1 J'.~ ' ~.n,:.:, \ :.:;::',.:~'_::;.~:.j:j}h~!.\t.:'~..~ '-' ,,' .: .';,:'.;.~.~....;,i;l;i...~ ~.....~ ,,;. ,!..:;:I~,,r,t'I...~~~_~~ N ~iJ~~'I. ~M '.;'~ :,H~;>::f;~~.~E;; , J fJ.1~'.~:i::r'~~jt'~ ~ -: ?; i:S'~~~?f~f.~, ~.t' \~"~~ :i"J;~lIf ":".i:'I;r:,~I~\ :1:& 0): ,.,,'tiil; l:4"W 0) .~:z"o' ;.~" . ','ii::n,,!V:H' '." m':i='-' o,.:.t," : ~ ~':: o.,'~.~:~)::..~;~~~: '., . .,,,,,,~,~ 'of.I";,s,,, ;rt\~!"lill n ..,r- em 3;:0, CD:>: m' :uCL ,_:'1 ." >:x: . 6>" % n' 0'" .'n -uc:' ~(-: -:0: ~ ~- ');~\lfilt" . ...,..."l,"!~~ ;.~:~;.:~~~::'..~)~:X;:~\8~~~~~~ .~.1_~;"._ '-<,~b<"J~'d~ri:i -, : ~~>',:~' ~~ .',::.::~::,:_~ll~1;!~l. " '}D:.;'~L(g~~#l~1 'f01!~fj~I' '_" t,,' '_'''~'''~lt,.,.. ~ 'o' ;'::1~~?~'~~i . ,..,'.. ".~I.i! ;'; ;'.; ;:l>:~~.:U:(;jtF.f .."....."I~.I ,rf:lii1f<<lti~\~~~ t" t_..",. .' -..,,-.l.t-......H,r,( 'l:-','ld",",' :'.\../ :::,_,\,::;~;:,!~: ~': '":': ;,':.1, ;, l:f~~ t,~~.~1.~~ ~i:::'" ,....:,.. I: I II 'I I. II ., II .1 I' ., ij !I II 11 'I II II II I: lj II I: 11 I, I' II ,I I, II " II I' I! I' II I' Ii II il I IN RE: ESTATE OF ARTHUR C. BURKI, IN THE COURT OF cmU-10N PLEAS OF CUHBERLAND COUNTY, PENNSYLVANIA La te of the Borough of Camp Hill, Cumberland County, Pennsylvnia. Deceased No. 21-80-686 SCHEDULE OF PROPOSED DISTRIBUTION Balance for distribution per account filed $154,813.77 Richard and Bernice Humma IN KIND - one-half of household furnishings Cash - Savings account establised 12/18/80 at The Harris Savings Assn. with accrued interes t , I I I I I I I i i I I I , , I I i I I , i 1 j I 1 I , I I I State of Pennsylvania i County of York SS i Bernice Humma, Executrix of the estate of Arthur C. Burke, deceased, I being duly sworn according to law, deposes and says that the above Schedule I' of Distribution is true and correct to the best of her knowledge and belief. "",...::';~~'~~,..."",.. BQ~~\~:u-lA~,,_M~ "-' ~,~j ,I Swom" alM-"rJiiblOtli-bed to before me i thi{,::-',j-;&:'" 'd!;y':oi:\June. 1981. I .. r,,... " ." L ,.,~ 39 r;,uc .l\i(j , g..it'.... tllJ.9.';':;:::Uq, i .. . ~.. ""Jr'...........l::- '" '-'- ,.,.",- I Nota.t;Y: b .ic "":.,, ..... .= ..~ 'P.GE Hy c(,~~s:i.(;ii'1l~"'f:,e'~: 1/' 'I -RL :.'~.. Yor1<Co. '"" ' "I r; Y r ,,'," , . ..,"']0 I~OV. 8, 1982 ..................... 943.50 40,000.00 Hargaret H. Heritt IN KIND - one-half of household furnishings Cash - Savings account established 12/18/80 ,at Cumberland Valley Savings & Loan Assn. with accured interest 943.50 30,000.00 Richard Humma IN KIND - 1974 Pontiac automobile 1,700.00. Julia J. Nehls IN KIND - two wooden chests Residue - cash " To be withheld in escrow from Julia J. Nehls pending final clearan<<eof Federal estate tax and income tax Excess of res~rve for 1981 fiduciary income tax after payments of tax~s 250.00 38,226.77 40,000.00 I II I 3,000.00 I , REASONS FOR DISTRIBUTION Distribution is made in accordance with the Last Will and Testament of Arthur C. Burke and in accordance "ith the testate laws of the Commonwealth of Pennsylvania. I I I " :1 Ii !I I Ii Ii " I' , I' II :1 !i Ii ii [I I <",,; '~'".-' ~ " '~..' .~ ... ,~'. ,', ~.~ . (, , ' " ."1. j'......,,-"'l.~'r.'...... \"';-'~"" ""r 'I' t~~',~~''t~',' !t."+.t)t: k:t ~" ',,'c ~ ':=a):;'~" .: t~~:f~ "I"'" .", ''1,~,;,U) In,:' ,.!..p;.",i~\\"\\ . J' '-. ~....t<> ~:Zt Jt~':1, ~e;",t~i~ ~jS!~'~fr'-":t.:;:f- m",~,8"~'.I'i',; .;,,;, ,}!.{ ,..:;..,.t>7. -h-. f.if:i,(~ I:+::'ii ~~Oi' ,..,. , " ""~1, .~l',yOhO " :,Etf\~1CO; '~~"""\D' ~ ',..'j'I' .' "1" ~/E:u} l~r i9'~:;,-,:;-' h: f,!"B' \ ',i"{ ~P.I ' IN' ':j" ,:~''''. ;-';::1; ,( ",~>.'. ,~""",>; F.e' " "1:i;[" "'0 ;..1,1-(" "Z1 (:.:~~~~.:.~~,J;ll:.,',~ ~"{fi'''';;''''':l ..,.....p,):'f.~ ":. '.,- '~~~:;',:;: ,i~-:-:j:.:?~::,.: .,,- ~~~r~l;j' ~;!/~,l~ '~''o IJ'::':' '!~_: ::S., ~i~!~\~-~:~J ...' i'"_.';I',<lW''T'''I -...Q,I, j::,:,n....,o::>:l,>'.I'l' ~~?~,j~l j:-n,r::.". ".,."'r,. .d' ...... .... '\'j' '..., '.", ". '.. ~ ,-", " ~... .. ~ ": ',' " ".' .. .(-' ':,:'- ..... '., . ,,';"'.", .... .,b "." 'j, '.'. ,'1, -,--" .1',' . ..' .:1,\:,..'. X :'\' ',1. .... .. "0 ~, -' 0,'5, $ - lj, " c: >. ~ -, ~' fil' '" o '" g~ "'.... Eo< f>.<::> Ol'l . .... ril,~ 5", I'l.... l<lliiil o '" -::t "C .....~ ;iI,' H"'N<11f'~~-9~t~ .::: -g c..~:::t. oJ, -ij ;j ~;i;Yt..IJ:,:rir~!;."...Pf~J - c:I "0 ',.' r;';,'::.' f''!''.,.:.I1:.:!l.,u CU .="4) _..... __.:t.l ,:tJ ,.."-,.....f'.r,."n..~lf..)~'l .':S .c .c. ~ .c":g,,~C1, ~ .. i~~'~~".i:J,~'i~fJ(i;~ 0':3 ':S. c . c ',~ - C'l,..' ., ""\ _~v,'<t-rni~'l "'o'~""'l ~"'...."CU'=~ or c '1..-I'i',I.....~'I1~ -- ~ 8 0 :~, . 4'., c:: !.._,'~w,:r"l~-;:H.~~ .fj :c~:s. EL~-:2 ~ -: ~ ,. J:::. ~',-: ~~.~,~;.i;1;~~:.:~i~ ',g '. 0::1 r::,.rI :> I:; ..c: ." .,\ 1 '.s.\!><':;""1,-jU~ e, .,=_...,~..... "", ',~ ~P.~I";l-'..Jlfl. C:c: 15'5'" 'o".cn.__',...o 6 .,,-' ,.g~.'..~~:,.?K.. , "-;S'!il.~''-:l~ '~ ,,_ :. ,:::s:"..c.~O~I..~~Fi .,., _ c:..!lC..... :.z. ,., I "r!I.~r tI..,J.} Cl,) ~ '. _ _ Q,J'. -5R~',,' "~;'I~'<) tl ...,....1., ,.f:. ':1;' ii OS "', >, S l:: ,C''''.- , .....'..1' r~r,; m~ ~ 8.-f ,~ 2 .Q ~,~c: tlf,,: ':::'~.:12;.. ~i1ff. ~ ~S .~ ;::0 '''0C: j= 8. '-6j ~ ~i" . :'!U' : a1' ';,~\ .... _ _ ... ~' .~_~ 'I_~ ,i~t{~ .oS',-,.!'U"i3'. ~. 'I~:::':: ')'CF.<'1rtl.'~ilIDt~ '~~ 0 l:2. .... i!. ;, _ a k ,;.J ;~i.::, .:~~ :1 .......:"cs-S:o~,o.;.Qj"o ,~.,j""!:"V' (cu -,~ .~L~.._-_~ d e: fJ .c::j ~:>!,:':;:':.Jr~/\~~~~~f~t.iJ~~f{ U. a'Q)'~'_ 5.,8 ~,~ .i~ .......- .._">,.....~....\~~. f;~~.r! i ~ 11;';.JW!',l;rJ!1~~~1 .... ....~ .... r ',';', " -~ "', ~'. :: ;.), ~'i"., '.: t '1'; ;;, ~!~~1ifli;" '. . . ; ~l . r. ~~ ~'}I<J,jI. , , , j ~,.~,~;l,~~~ {i . ;<'"::'~~~~. ." "1,.,.,...,rj('n..1J~ " ",~; :;'.hh'\~'r"q~~" ',ry,_"""' '" \,.,~,~ .. . '.,,:" ..~;!,Ih;l;;j~1~~~\~~~t , ~\ '. .. ,t..... , ' , '.., . " , ROBERTa'MYERS <:A1TORNBY AT. LAW. "'". "lC! YORIC,ROAD, ;;:';~;)NBW'CU~~~, PA.II070: , '.:-~;,"_.~..; ;,---,: ..';"', - :;,..,".- .- ": ~'.. :u:; '. _' , ,'-' .I'-I~:'.; len1ae II~ c/o ItOlMIrt... II n . . '.. 100 Yo~k aoa4 ' , ' . ... ~-"'rlu4 PA 17070 , IJoI.I ~-&' li 1980 21-80-686 o1\me 23 19B1 'Arthuc: BIl C1Iabedand -P&14 on Account- . SEAL ..... TAX AT 6% TAX AT 15% TAXAT_% ESTATE TAX r i .' TOTAL TAX CREDIT 4~f2n '. . ' ''':':'!~;: LESS DISCOUNT m PLUS % INTEREST (FROM TO_I m TOTAL AMOUNT PAID .&2.20 , RECEIVED BY / ,. "~' Ii.' , . L ../1 i./ , SIGNA Tun~1 REGISTER OF WILLS ,,/. .;::r"' . ~~ .,., ';4; .;. I AEY"4U te"78 , COIo'MONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPE RA TlONS INHERITANCE TAX SECTION OFFICIAL NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX TO: DATE: ESTATE OF: FILE NO: COUNTY OF: DATE OF DEATli: ;~..',' ..,~'I ~ .' ,I _,"'" , tI ' ... ..7/... j'" '? .- ~ l~ ,> ',I.: ",' '':",' ../ .!-~.,:.... ,/. ... i . c ' ------------------------------------------------------------------------------------------ A. DETERMINATION: 1. Taxable astate based upon: The United Statos Estate Tax Return (Form 706) The communication from the Federal Government confirming the acceptance of or changes to the Fedoral Estate Tax Return 2. Amount of credit for State death taxos (os verified) 3. Pennsylvania inheritance tax assessed (oxcluding any discount and/or interost) 4. Honnal inheritance tax paid to other States or Territories of the United States (excluding any discount and/or Interest) 5. Total inheritance tax credits (line item 3 plus line item 4) 6. Total liability for Pennsylvonia estate tax (line itom 2 minus line item 5) $ $ ..- /. ~~. /' ~-;.;"""-;'l/ .:-..:~./ ) I . . $ ,--;' ,. - T ,'. /';'.l " $ NOTE: Complete line items 7 and 8 ONLY when detennination is bosed on Federal Closing Letter 7. Amount of Pennsylvania estate tax assessed on determination doted Addition (reduction) to Pennsylvania estate tax (line item 6 minus line item 7) $ 8. Detennination prepared by: Date: 7"--/ ,:';. - -~..,,.' ;- /~$- 'tf' ........... /J " / ~ 'I A .-,' _.... .- - ., ------------------------------------------------------------------------------------------ B. ASSESSMENT: 1. Pennsylvania Estate Tax reflected on: line item A (6) lino item A (8) 2. Less credits: DATE OF PAYMENT $ AMOUNT PAID INTEREST (S ) (S ) IS ) CREDIT = = = 3. Balance of Pennsylvania estate tax due $ Interest is due at the rate of six (6) percent per annum from to the dote of payment. Assessment prepared by: AGENT FOR THE COMMONWEAL TH Dote: SEE REVERSE SIDE FOR INSTRUCTIONS J INSTRUCTIONS To insure proper credit to your account, the nome of the estate and file number should be clearly printed on the check or money order. This detenninatian and assessment is mode in accordance with Section 421 and Section 732 of the Inheritance and Estate Tax Act 011961,72 P.S, 2485-421,732. The estate tax imposed by Section 421 is due at the dote of the decedent's death but sholl nol become delinquent until the expiration 01 eighteen (18) months after decedent's death provided that any estate tax occasioned by 0 final change in Ihe Federal return or 01 the tax due thereon sholl not become delinquent until the expiration alone (1) month after the person liable to pay the tax receives final notice 01 the increase. Calculate interestlram the delinquent dote shown on the face of this form to the dote of payment using the lollowing interest tab'e: _________________________________ __________ __ ________________ ____ ___ ____ ___a______ 1 month .005 4 months .020 7 months .035 10 months .050 2 months .010 5 months .025 8 months .040 11 months .055 3 months .a1S 6 months .030 9 months .045 12 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 day s .00386 4 days .00068 14 days .a0237 24 days .00403 5 days .00085 15 days .00250 25 days .00420 6 days .00101 16 days .00267 26 day s .00437 7 days .00118 17 day s .00284 27 days .00454 8 days .00135 18 days .00301 28 days .00471 9 days .00152 19 days .00318 79 days .00488 10 days .00169 20 days .00335 30 days .00500 ---------------------------------------------------------------------------------- Any' party in interest, including the Commonwealth and Ihe personal representative, not satislied with the assessment may object therelo within sixty (60) days after receipt of this notice os provided by Section 1001 of the Inheritance and Estate Tax Act 011961 (72 P.S. ~ 2485-1001) Ma ke check or money order payabl eta: "Register of Wills, Agent" Moil to the address listed below: , ,',':> TAXAT 6% TAX AT 15% TAXAT_% ESTATE TAX TOTAL TAX CREDIT f2,314.76, ,.;i;" . "::, 21-80-686 Atlgult: 24, 1981 Al:i:blll' C. BlII'ke cubu lInCl LESS DISCOUNT .. ",".;. ; -,' ,. ~l, . :~.<:,:~ _' . -:.,',,'{l , ,14;.11'.',> ,'.;./ m m PLUS % INTEREST (FROM 7-1.9-81 To'~4181 (GOD5) " TOTAL AMOUNT PAID "'AlD,I. fULL" .,", RECEIVED BY ,SEAL REGISTER OF WILLS ----------- ..' -- po. . ':f' ~.~ , .~1 .; \. ....' ',>t;\J .,-" ',:l;t'.""~!';!'\'(',11t.1.;t:!"" . j , . ~'1.1;;!;;'it~';~~",";;:':i'_~';:,;;, . COMMONWEALTH .OF PENNSYLVANIA D"E'PAjitMi:N1'oF REveNUE .. ':iURi:AU:OF.ElCAMINATION ~~~~~'~~:~~~t~(.,.. ;'.-' " OFFICIAL NonCE OF INHERITANCE TAX ASSESSMENT ~\~~.~.~;: ,":::";";':"':::::';i.):~r/:~:~~-{~?1:~?f~ '..,..""'.,.,\;.,\.".",..,I,.~,. .; .,....("'..""'..,~'< ',' ."';:;ir\'-i)~~ .-._."-..,,..\\;-~ . - ,- :C,' ,:.:.':_', .". ",;,:~.~'::';-:1,ii' 1~~i~;~NO: 1Y;"',:, /' ~'-:", , ~ll';'"" ~!~: .: ,;1,']'" . , ~n.'&:'''~1 ,.,.". .~!.~ ' , 'Ill'....,"'" ;*i~ft~~~~C :' i~~~;f:}y:;,t~:7':: :;,' 1Yt~:{.;:.\I;: \l_~.\:,/:" I; ~~,\:',';a,:;.~'~a'I~:o",f E.tlt~: ' " l::~,',';,;: "~;_.'-~-' ~" ,', .' . ",: , W;;iw' "<'I' Raal Eliliia .. . , i~f1jj-:p;rlona;:~0~I"V ", ~,~~~:::;;~~~~I~ ~;Id Pro~"VlTranSf~r~ ~~~~~~;.>'~~;-;::~;:::"<-': :.:- " )I,Gtciss,ESiate' .' . ' . .t~F:;/S?~::~'_,~:~::-.,'-:-, "ToiaFAjlprov.d DOductlons - -- ' ",;[':,~:i,;:':'.:{~~:'i~"{" ::.-. ',::: ,: . :lr\('~,':\,1::,~i.",-,':", , " '.: ~;~alu!:of ,Eatita, :.~)i~';:s-;.:f<<?-:.' .-:_>,_;. " ;..~;;.L.itii:~Aj,provld Chlrltlble exemptions .;~/{;..,r~~Yi.<<:;:_~:~ "':".' "".'.' Clioar.vllua. of Eatala SubJect 10 Tux ~ #1;r)~}fl;~~:, /~~;Jpi:;i Aniliunt.Taicabra @ 6% Rala %~~;./.lk\>:~~~~.~~~,;-~:':':i,:," :'.'.i' ~~W~Aiii~unITsxabla @ 15% RBle ~;~\ 'f .">'s...',"-;,:-:. , :)~~';:--,-T'\/~~'~, :~'~k'-' \ Itj!~-,,~ ":!>"Leu'Credits' ' ~~,i.",..,..,.,...,,.,, ...._'-,.:,--".,.-. ,.--. . '$!J~DATE OF,PAYMENT'.A'MOUNT PAID J~~f~P~i~7 ~1~~N5.~/-?1 , ~rr_ " . . ,".:..,.;,/,~~ .-:/ ;:.r\" V ,-0('1"-' 'P ~l.f{";r y ~iiS'!n~tiriii' acerua. 'It Iharale of sl. (6) percenl per .~~~jT:o'n':".'tti8!. unpaid' balance of Inheritanco Tax from . l~~;"~~_~~~',:~'-d~t;~',~:Of' p'avmerlt. Interest due if paid bV ,~,;::.\'" ..' ~~1'" ,', I{~~,jj DATE 1011llng , :;/~ ~":,I\' ,.....:.;:; . ";'''.':I'J: .;1. It . ,'" "" 1\ .1~\;;;..1.' . Ii,' ,)1-' '~, - ~"2,' ~' ,':':';~j:' ---.....-- --, ,.-:,\\,:.:;<1- / ' .4. '~". . '. ;;,,~\~ COUNTY (':/~~/A~ ,;2~1 DATE OF DEATH ;}/!L/~ /~. /9'~f.,~~ .J...,,""'.ii~,:l ;;;l~;1 ,':;;;;:S,~ ';'.~;'l,~,~&:,'B.: . :.:.'~.:.;,~~;~:~~~ "''';;''~''''''';;'t.~ "":'n,__'" -"l:::' .' :~:'::~"::5~.~t ~" , ,....~~ , ::'~1't , \I,..'!.~ " ~2 ','7.4(/., ?7i.c.,'\", ;' . ; '.'" ':'.~ '.;, :~"',' ',.:>1.'~-U::;~~;1 . · 3.::f 1(1 ~.3 ..?'.,,;;;~!~ , ',!~Il , ,f!;~~0i ; ESTATE FILE NO, " J) ~" /~Cl'?() $ +~.ffl '/33 '1? , /r ~ ,tft) $d//'-( 1":1? '1? ik -3f~ 11 $~/? tJ-f/1,;?/ " + " '... $ci?/(AJ'/cJ.~ I $ IIX dua $ ~~ I~ tJ if 1, ,;(1 lax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE * * * * * · A five percent ,grlnled If, the Inherltlnce Ta., Is discount plld by . DISCOUNT INTEREST TAX CREDIT ' $ /~ ~/j().1J1) /.!J-5?fV,'11 , -"1..;7.;; I + $7~(I rJ1} $ = $ / r r1-d11.tftJ ' /~ C:<~1J,1i/ " 4::!c2 / ,:\;;~;,; ~~~ "..' + = + = annum Is REGISTER OF WillS . ..:-..~ n'. " REV4U (1"0) :OMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX ., RE,SIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS state of Arthur C. Burke Date of Death Oct. 19. 1980 iHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: .Iaimant Relationship to Decedent .Iaimant'. Addrus& .TE NO. DATE NAME OF PAYEE REMARKS AMOUNT 1. 2. 3. M ers Hall Puneral Home Max Blatt Margaret Merritt Gingrich Memorial Funeral Ex ense November a artment rent Witness fee 1.070.00 350.00 25.00 32.00 8.04 15.00 4. 5: 6. date grave marker Harrisburg dairies milk bill final bHl Homemaker service 8. 9. 10, 11, 12. Marcie Shue Joseph C. Failer R. Mumma Bell Telephone furniture a raisal crate chest to send beneficiary reimbursement, freight for chest Unal bill 25.00 45.00 23.68 20.41 Reimbursement to Robert E. My for: letters, 69.00; short certificates, 14.00; advertis ng, 36.00; file debts & ded., 5.00; file inventory, 7.50; certifi copy of will, 4.50 136.00 14. notar fees 15. executrix's fee 12 71.1.00 16. Robert E. Myers attorney's fee 12,741.00 17. Re ister of Wills reserve to record release 10.00 18. State.of Penns Ivan ia 1980 state income tax 76.98 IHERI ANCE IX ST TEMENT 688.53 Debts 30,384.77 et . 03. 7 Tax aid on 100 OOU.OO on 1 81 14 250 T ' .. , T:' ~~~d o~n J-~h?H' ~t $t2~2ii,2RO.l:1, 3/31/81 TOTAL THIS PAGE ~ 4,,77 hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts. funeral ~penses and expenses of administration submitted to the es s ~eductio s for Inheritance Tax purposes. , SIGNATURE OF ATTORNeY/FIDUCIARY OFFICIAL USE ONLY EBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ ~ .:jrJ .3;/.y, '1'7 AT , ~1, .'H.oPl DATE /~ PERCENT. ~1.7- 8 ~ . . . /I.d " ~.nd # REGISTER WILLS p-~ -TI DATE 'slqap aLll6u!Aed JOI AI!l!q!suodsaJ aLll pawnsse sell 04M uosJad aLll Aq pau6!s aq lsnw WJOl a41 '/ 'paW!el:l6u!aq lqap 4:lea 10 lunowe a4l Jalu3 '9 'paW!eplqap 4:lea JOl uWnlo:l SltJeWaJ a41 U! UO!leueldxa lapq e ap!^oJd 'S 'ooAed 4:lea lO saweu aLll JalU3 'V 'Pled Jo/pue paJJn:lu! seM lqap 4:lea 4:l!4M uo alep aLlI Jalu3 '( 'pals!1 wall Ll:lea Ol smqwnu a^!ln:lasuD:l u6!ssV 'Z 'uwnIO:llUnOWe GLll U! paW!el:llUnOWe aLlI puepwn\o:l sltJeWaJ 34l U! ..uolldwaxa Al!wel.. Jalu3 'Wapa:lap a4l Ol d!LlSuO!lelaJ JaLl/s!4 pue ssaJppe 'aweu S,lueW!el:l aLll ale:llpu! 'paw!el:l6u!aq S! UO!ldwaxa AI!Wel a41Jl 'L ..:I.. 31n03HOS DNI131dWOO HO:l SN0110nl:l1SNI !:I: 0: -< -< ~ ~\l 0Cl n ~ >- >- nr- cd ",::0 c'" - Z 3:'" ",'" '" C)n 0 0, ~ _0 "'0 ",,,, 0Cl ~:.1J Z ,,0 tIl . '\) r .'''':1 ;::l >:); N ...,,? z:;:. w -.-,:-;i o-l 0;;,:. :!i :]:n ''l " '.-~ . U Z - - Q ",; ~.~ (,j ~ I>. ". ~- I>. ~ ~.,... , 0 0 ~ t<. I>. 0 E-< 0 Vl Z 0 tIl Vl >- r- 0 - 0Cl Z !-< 0Cl !-< 0Cl Z z ::l 0 - 0 <I: 0:: ~ ::<: 0Cl ~ Cl U (.;) 0Cl Z Z !;; z Et ~ ~' 0 0 <I: 0Cl U Cl "" :i ,J. . 'luapaoap a4l se Pl04asn04 awes aLll JO SJaqwaw aJe OLlM SluaJed JO luaJed e Aq paw!el:l aq ue:l uOlldwaxa aLll 'P1!4:l JO asnods Ll:lns ou S! aJaLlllUa^a aLll ul 'UO!ldwaxa aLll W!el:l ue:l PIOLlasnoLl awes aLlI 10 Jaqwaw e sl OLlM luapaoap a4ll0 PI!Ll:l Aue uaLll 'SlLl6p JaLl/s!Ll pal!aJJol sell asnods aLllJl JO 'asnods OU S! aJ9LllJI 'e!ue^IAsuuad U! pal!:lIWOP pa!p oLlM luapa:lap e JO asnods e Aq paw!ep aq Aew OOO'ZS JO uO!ldwaxa Al!weJ V 'alnpaLl:lS S!Lll 01 paLl:leue Bq PlnoLls pawlel:l 6u!aq slqap aLlI JOI Al!l!qe!1 s,alelsa aLll JO s,lUape:lap aLlllJoddns Ol a:luapl^3 'pam S! UJOlal:l Xe1 a:lul!lpaLlUI aLll WOLlM Lll!M sII!M JO JalS!6al:l aLllJo le^oJdde aLll Oll:la!qns aJe amsa ue lSU!e6e paw!e\:l 6u!aq slqap IIV 'JaltJew a^eJ6 JO auolsqwol 'lollepnq e lO lSO:l aLll6ulpnl:lU! sasuadxa lepnq pue leJau~ 'saaJ A1e!:lnp'J '89alAauioue 'UO!leJIS!U!Wpe JO lSO:l aLll 6Ulpnl:lU! alqew!el:l aJe swal! JaLllO 'alels3 JO lUapa:lap aLll Aq paJiri:lu! slqap 01 tio!~lPpll UI '3lelsa alqexel Ja4/S!lllsu!e6e alq!l:lnpap aJe 4leap JaLl/S!Ll Ol Jopd luapaoap a41 Aq paJJn:lu! sall!l!qe!1 pa!Jsllesun NOI1VWl:lO:lNI XVl. 30NV.LIH3HNI 1Vl:l3N3D .-.,..,~~~_..~: . ". ___ . ,~,._,' _-:-... '..,' ._. -, .. .';' '.~" -.'.-.,~'1'.:. ,'..'..:":;:.7::::I:::7'.=:;;:~.-- ---~.-.---.---- ~, ESTATE , ' . .;"." , r' ..""-".~."~~' . ".'..,",...,:, :"""','::';~,':':'''t':'\'I:.,'2,' ' ;d ,',,' ;""""'1" , '. , '" ."'-,' ,,' '," ~\Ii: '. ." >: ":';.,:';,'_';.}";.:?Zili~:.' . " ".' ::\t~:~~ ' .,",,'!,.,,"-' ,.. r"'l.:...':)JI,.lfI OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT DISCOUNT TAX CREDIT , ';:~,:..:':~'::\~t~' /'.' , ,tWr;R ,..''':~' ,':":;:~; . 'c"''If.J!~ ;:::~;~!;~. "/;~I ~; ,}..~~~ . <-\'$i' ~ 'i~,~, '1. ." "'~::I<;:~-$,v ,:" . :'i~:~.~;;ilf~ - ','I, ",",\~~ i';;::y:~',' ,:',',,1 ~(?r.1 :....."..-\.lN~ i':..:\~;i.l~ ..' ..,.",,'~ ".<i.',':;:;i;i ,<':.:r~~ ,::/;\j~~1 ,.' :'-':-.::;F;l~1 $ ,,,','. . ""'*~ , " ' ',:';~~.,~,t~1 $.;):3gf]jL;rl-C:.:,.<i ~ . ,__ .,..\f. '"'1;'''~. " 1I~'" ,.,), ': ~,t:. j , . , :l' I ~ :r", , _ .' ~,. ,.. -' ",;.:':1' ;},. 3, ": t. ;.'i':.''lSi~I'!, . ",,' .'-;i'''r./';1~11: .""~ ii'~l' .,:,\~ ~g~1 ',..,., ,;,"~~!~1 - r:/f, .0, ,1-...,. ~ ",i;'ii,'- .L-J1....{!.~: ".:,.'. :""":>":~1.t, . . - A ^, I '.:':';/:J~~);~ . . -";J;g~i~ :t~{~Wf~ "_:'[j\"'-.~ "',d,~~ , ... !'\;~l~ ,...'..':-s~ ....../'._,1. , .. ':;"l~'~~ .. ~','::';.i~;j',~J~V ." ,...,.......~.:;:~q. -~ r~;, :~/;~m:?~~~~ .~ " DATE FILE NO, COUNTY ,. ~~1~r:;,;,/.;..':,';"'. . ~~~rll~"!l Vllulol EsIIII: ~~~i:;>;:\:::,:j,~~~:' ~It~~t_~>;:.'.-: ;'; ';' . i.\!~l""""""", ,~.".,;"...."., il '" ~ 'i~ ,'" ., 0,. -~, ; ,".;1,t. ',':, , , Person~1 Propeny ~~-\.~,..-,':\\. . " ~~~}~~'~ j~lntlV ~~~;'~~PertYlTranSfers U"~'"l''''-~',l''i-..''~,,-,,'" ,-- ~~~l~;:Ji~~~.~,,;, ' ~~f0';Y:;:':,2~{";',:~:';~''':~- ',." ~ :::. -'.. ;TOiiifAllliioved Deductions ~~,,~::i~,;{~:~.~'.:-FL~rr::'.' - " .... .,.!'~.\", .."" '~~...... -", , ~ ' Clllr ,Vllue, 01 Estlle lr:.):'.\,:,.:,~:,:'~':':.~;:. '!. "\:f~:tisi:~pr~d Chsriteble Exomptlons ". ""''':'.'' ....."., . ~~'1J~:iW:;::~'~Hl~~~j;~+:..~.:.~ ,: :,:" "'. . .Cr.li:Valuio(ESlole Subjiici 10 Tlx ....~..:g~J:;;,'''',:. .-~~:1~~-.rJ'. -" ". ,. ~. :'. " . ~v.......,.;r~.., .\.-....r'f.'..... .. " '. . '. "~{;rr:;:~~iJ~f:TlXlbl~. @~% Rite 1~~;;~~;,~NJ.~~,5t~:.~.: , .'" ~. ::. .~~r.>:.'; I\mOU~1 ,TlllIble@ 16% ,Rete i~t1i!.:'\r~?:ji,. :'. ' ~f~~,...;,....<.....,.~.... . ilr~~;r;" .:.::;,':' "@:OATEOFPAYMENT . AMOUNT PAID .,J,t~J,~t~~'ili~'~E~ / $A 3f Y.7 4 + ~.d..:.."...." + 1~1') · :+~~'~~,'(<.~'._,. ,. 1(~~~r;~\I!'te.~~ ,:a~rueiat the rate of six (6) percent per annum :f7t(~t~;~n :,~~he, unp81~ .balance of Inheritance Tax from J?;:P;:I~:'dell ,01 plymonl, Inloresl due' il peld by is W\::;./ '. BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE ';.'f;'" .c..... DATE OF DEATH $ +, + $ $ 8 .. $ lex due lex due (,TOTAL PENNSYLVANIA.LNHERITANCE TAX Dl,IE ~ , '1-/!f-!f1 ~ 6-;.l,'I.-<1'1) ( . () 0 Sv5 \ A live percenl discounl tOlaling 8 ...) , Inhorltlnca Tlx Is paid by INTEREST $ $ Jl/- )1 = s ~ ';? 'I g,/f 7 = = REGISTER OF WILLS ---.- ...--:--" ., See Information on Reverse Side REV-483 (11-78) COIMIONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS INHERITANCE TAX SECTION OFFICIAL NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX TO: DATE: ESTATE OF: FILE NO: COUNTY OF: DATE OF DEATH: ------------------------------------------------------------------------------------------ A. DETERMINATION: 1. Taxablo ostate basod upon: Tho United States Estate Tax Roturn (Form 706) The communication from the Federal Government confirming the acceptance of or changes to the Fodoral Estate Tax Roturn 2. Amount of crodit lor 51010 doath toxos (os verilied) 3. Pennsylvania inheritance tax assesscd (excluding any discount and/or inrerest) 4. Nonnal inheritance tax paid to other States or Torrilories of the Unitod Slales (oxcluding any discount and/or intercst) 5. Total inheritance tax credits (line item 3 plus line item 4) 6. Tolalliobilily for Pennsylvonia oslale lax (line ilom 2 minus line item 5) $ $ s $ $ $ NOTE: Camplelo line ilems 7 and 8 DilLY whon delerminalion is based on Foderal Closing Leller 7. Amount of Pennsylvania estate tax assessed on determination doled Addition (reduction) to Pennsylvania estale lax (line ilem 6 minus line itcm 7) $ 8. $ Detennination prepared by: Date: ------------------------------------------------------------------------------------------ B. ASSESSMENT: 1. Pennsylvania Estale Tax rollectod an: line ilem A (6) line item A (8) 2. Less credilS: DATE OF PAYMENT $ AMOUNT PAID INTEREST (5 I (5 I - (s I CREDIT = = 3. Balance of Pennsylvania estate tax due $ Interest is due at the rate of six (6) percent per annum from 10 Ihe dale of payment. Assessment prepared by: AGENT FOR THE COMMONWEAL TH Dale: SEE REVERSE SIDE FOR INSTRUCTIONS INSTRUCTIONS To insure proper credillo your occount, the nome of the estote ond file number should be c1eorly printed on Ihe check or money order. This delerminalion and assessment is made in accordance with Section 421 and Seclion 732 of Ihe Inherilance and Estale Tax Act of 1961, 72 P.S. 2485-421,732. The eslale tax imposed by Section 421 is due at the dote of the decedent's dealh bul sholl not become delinquenl untillhe expiration of eighteen (18) months ofter decedent's death provided Ihal any estote lax occasioned by 0 final change in the Federol return or of the tax due Ihereon shall nol become delinquenl untillhe expiration of one (1) month ofter the person Iioble 10 pay Ihe lax receives final nolice of the increase. Calculate inlerest from the delinquenl dale shown on Ihe face of Ihis form 10 Ihe date of paymenl using the following interesllab'e: ---------------------------------------------------------------------------------- 1 monlh .005 4 monlhs .020 7 monlhs .035 10 monlhs .050 2 months .010 5 months .025 8 monlhs .040 11 monlhs .055 3 monlhs .015 6 monlhs .030 9 monlhs .045 12 monlhs .060 1 day .00017 11 days .00186 21 days .U0352 2 day s .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 day s .00284 27 days .00454 8 days .00135 18 days .00301 28 days .00471 9 days .00152 19 days .00318 79 days .00488 10 days .00169 20 days .00335 30 days .00500 ---------------------------------------------------------------------------------- Any porly in inleresl, including the Commonwealth and the personal represenlolive, nol .alislied wilh Ihe assessmenl may object thereto within sixty (60) days after receipl of Ihis nolice as provided by Section 1001 of Ihe Inheritance and Estala Tax Acl of 1961 (72 P.S. ~ 2485-1001) Make check or money order payable 10: "Ragisler of Wills, Agenl" Mail to the address listed below: . ,-" ....'--.............. .