The URL can be used to link to this page

Home My WebLink About80-00693 liti:l'((t~~," I~ ~,.;,.. ~~;;"" ~;;.,., lif~i\" ~,~{',,-. :w3l~~':~/'; ~',h~~';r~ . ~~~">', , . ~~f"'t'" ~.f.y;, ~",,,,. \.~~~.~~:'~:;::'::: r~f5::'." -;.""~: ~~~-".. .~r..f.'~ _ " ~1:1~~/r..". .~, ;;j'~',,\,.' J.~ :,' ~~-~n'L. <', l\w.""".' ..,,' lit~;; ,~~:~!t{~:..~,.' " '" -, ""- _,','7.-.:' -.,' .. "';-'" ~~~f~1~;; " ~i5f( ""_'" c. ~Mt7.':,~ t"",c '. _ ~'-"'., '" 1~}~;:Jk. ~Vi.\"", ~'.\" -."] J~f(k-:L .:~ ~J...t,....... t}f"~r...'f~' -- ~~~~~r " " ~.t""","'" ~(&~:.., 'Q CO ., '. ...... C"4 "'-" ~,r,.:..,,- :," ~:";;:'~Y'':\' ~. fil?~.:\','<:"' , If .._~" r;.';.,.... ~..,., ~tr'~:":' .:", - o ~ ... J9 L:i 0, '0 z , . i:i ~ '~ ~ ~ " rn ~ m t) H ~ , , ."". e, .,' ~: --,; "\'< -, ~ H ~ t) rn Po ~ H I ~' E-< ~ ~'~ ~ I ~I ~ ,.;., '"; ~ ~ '~. .:. .. .",'~ lR. "" ;(li~'I,V.;,..:_r::.:~ - .L~l..".". _ , ~}.;'.:.!', .." . \ .t -.~~""". ..." .. " LAST WILL AND TESTAMENT I, KATIE SCHNEIDER, of Swatara Township, County of Dauphin and State of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executor, hereinafter named, as soon as ;D d.;.';: ::;.:~ ;'1 . -~" 1,"'\\ 1,',.%,'; ~',:!~~;,~.~ ':,">~:-; :ti .,c.:.:"\ conveniently may be done after my death. SECOND. All the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever kind and wheresoever situated, I give, devise and bequeath unto my son, HENRY J. SCHNEIDER, absolutely and in fee simple. LASTLY. I nominate, constitute and appoint my son, HENRY J. SCHNEIDER, to be the ExecutQr of this, my Last will and Testament, to serve without bond. .-.-.', . ...~ \ :~ /;";;l ~.<'~Jg~ '. '.'''.(~';'~ 1,(:\1~1 II};;~ ".",.."., ':'_::;:.~/! 1,'>";'- 'fi~[ I';;~ I:':f~ 1,:,,',0: ,',:',";':; ,'.-...'. ;,""'" :,:~~'5S\ ',c,<\.:, '::,'J.'j ;:.1:; _:~j,: '.... ':.;?~'.~; IN WITNESS WHEREOF, I, KATIE SCHNEIDER, have hereunto set. my hand and seal to this, my Last will and Testament this 13th day of January, A.D., One Thousand Nine Hundred Sixty-five (1965). ~ ~J.fYr- (SEAL) The preceding instrument was on the date thereof signed, sealed, published and declared by KATIE SCHNEIDER, the Testatrix therein named, as and for her Last will and Testament, in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribed our names a ness s et. ~~.~ ~~~h,v \,' 251 '.' E-< ~ g III It P<: <( . ~ III~ E-< r.l .Jj . ~ Ul Q . - ~ H Ill. . .. Z~ . ~ r.l . ~ ~ m. z m ~ >- - m . 101 c u [JZ . - r.. Ul . Z 0 ~ . c ~ r.l 00 ~ :t H ~S . u H ~ . W :;: z J: E-< lJ Ul ~ .:t: H -~. ~ ., "- , OATH OF PERSONAl. REPRt:SENTATlVt: COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Cumberland, personally came Henry J. Schneidel' Before me, the Register for the Probate of ",ills and granting of Lellcrs of Administration in and for the County of who, being duly sworn ,do es depose and say that as the executor Katie Schneider deceased of the last Will and Testament of he will well and truly administer the goods and chattels, rights and credits of said deceased according to law. And also will diligently comply with the provisions of the law relating to Transfer Inheritances. Sworn and subscribed before me. '-% ~'~/ ~ / ~A - C?C("-e'~ ./ ~ ~Pt/~ ~ 'aUI. (!. '/./~ I - Oetober 27 A.D., 19~ I:'7l ~ :J') u.. o ..J ..J - ~ :..; :OJ 'lJ) :0$ :~ :OJ iJ:l P':: CiI: 0: H: CiI: z: :1:: u: Uli CiI: H: Eo" ;Zi lTl O'l \D I o co I .-i N Q OQ . o z .s s lJ) r.:l - N o Z DECREE Be it remembered that on the 29th october day of recorded the last Will and Testament of Katie Schneider Upper Allen Township Deceased. Letters Testamentary were granted to Witness my hand and official seal the day and year aforesaid, Register 0;:0: 00: *i .!Il g ~ - - ~ = .~ "tl OJ 'E o <.l OJ ... "tl = 0$ " u: E-<: W, r-t: Ll): N: ~F' ~ 0$ Po. 80 ,A.D.,19_, there was probated and , Cumberland County, Pennsylvania, Henry.1 S,,!lnpirlpl' 4. :.J 4J!~/ a,~ Regis!~r o oj Ol .,....4: O'l; N; ~: QJ; ,Q: 0: +I, u: o~ 11 - .~ ~ late of *~ "',/./ - gc:J - cf;. 9.3 RECOROEr,.Qm:t: (C REG1:;];I. ,", RCC-59 COMMONWEALTII OF PENNSYLVANIA Depurtmcnt of Revenue '80 NOV-3 fIll :,"1 ENTRY INTO SAFE DEPOSIT ROX CLERK-OHFH/\ir~.CI,~I,!' TO REMOVE A WILL OR CEMETERY DEED CUI.\EERLI\t,O Cll, '" October 16, 1980 (Date of Entry) 1. Name of decedent: Katie Schneider 2. Address of decedent: Messi.ah Village. 100 Mt. Allen Dr. , Mechanicsburg, Pa., 17055 3. Date of death: October 12. 1980 4. Nam~ and address of person who requested the opening of the box: Helen E. Schneider, 401 W. Marble St., Mechanicsburg, Pa., 17055 5. Name and address of the financial institution where the Commonwealth National Bank, Main & Market St., safe deposit box is Mechanicsburg,Pa., 17055 located: 6. Number of box: 210 7. Title under which box is registered: Karie Schneider B. Was there a will in the box? (Yes or No) YES 9, If yes, state date of will, name and address of personal representative, if named in the will, and name and address of attorney, if any: 1 ~ . lq~~ T~nn~"'y Richard C. Snelbaker, 22 E. Main St., Mechanicsburg, Pa., 17055 Henry J. Schneider And now this 1 ~ day of Ortnhpr certify under penalty of perJury that the above to the best of my knowledge and belief. , 19 80 ,I hereb)' record is correct and complete #:/.:~r;:Yk::;/ ~ Signa ture Alan R. McConnell, Personal Loan Admin. Print Name and Title I, .----- -- ~ ~ -- ---- ~ -- -- - - --- - - - - ~a ""NY...eZIXl'" ~, . d;:f!-;V'\:;'~":> ,; . " ,COMMONWEALTH OF PENNSYLVANIA 4 'No-l(000386 ' DEPARTMENT OF REVENUE Il$~i:;~.';,::", OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX " ; 'I = /II ~ oIlECEIVED Beary J. 81U1i4e1l: ,j fROM ADORESS 44 W. Main StrHt. MeohaDioabuEg, pa. 17055 .--EsTATEINFORMATiciNoct.01:;i'r-iZ--i9so------- DATE OF DEATH ' FILE NUMBER 21-80-693 Deoaber 31, 1980 DATE OF PAYMENT ~'~AMEOFDECEDENT DTD SCHIIBIDBR. toUNTV dII CWllbedand .. '.------- ------- ---------- --------- --------- POSTMARK DATE REMARKS: .PAID Olll ACCOUlll'J.... SEAL TAX AT 6% TAX AT 15% iliHtT - % ESTATE TAX m m RECEIVED BY REGISTER OF WILLS -- TOTAL TAX CREDIT 447.37 LESS DISCOUNT PLUS % INTEREST (FROM TO_1 22.37 425.00 TOTAL AMOUNT PAID /)/;1ro 2, ,;~ I . ~f:t~ wills ~---_._._---- ------~-------------_.,.-- ~ " . RE-V.is5 {l.80) C6MMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS .' ___ .-.."c.___ -.____._~__'_.~ File No, 21-80-234 Estate of Robert H. Reed. Jr. Date 01 Death Narch 12.1980 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: Claimant Claimant's Address ITEM NO, DATE 1980 Relationship to Decedent NAME OF PA VEE REMARKS AMOUNT Cost of Advertisin &P~8g igation 18.00 r. 15 Cumberland Law Journal $ 15 Ri ister of Wills 17 R. B. Reichert 23 Statesman Grou 1. 2. 3. 4. 5. 6. 7. 8. 9. Pro ^ raisal of nersonal Insurance remuim aar t Auction 7 P P & L Com an 16 Patriot - Evening News 22 Suzanne E. R an June 4 P P & L Com an Electric servi Cost of Advertisin \Htness fee Electric service 10. Jul 9 Kathr n W. Fetrow Treasurer TOTAL THIS PAGE $ 4.922.62 1 hereby certify that to the best of my knowledge and belief the foregoing is a just md true statement of debts, funeral expenses and expenses of administration submitted to, the estate as deductions for Inheritance Tax purposes. SIGNATURE OF ATTORNEY/FIDUCIARY OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ ~ t q bl.. t /} 11. 11 12. 14 13. 14 14. 14 15 14 16 18 17 Au . 6 18 Sept. 3 -" 19 15 20 Oct. 1 21 3 204 . 15 P P & L Com an Jose h NcGraw. Inc. Brachendorf Memorials Estate Granite Hemorial '" Professional Services Jo n S. Bra M. C. Jack w. Richards Funeral Home P P & L Com an P P & L Com an Kathryn W. Fetrow, Treasurer James B. Luttrell Electric Service Electric Service 1980 Count & Townshi Cuttin rass taxes P P & L Com an Elect DATE AT t, --I /6 PERCENT. ,3-2-J'1 QATE ~ GENERAL INHERITANCE TAX INFORMATION . .. Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker. All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed, Evidence to support the decedent's or the estate's liabilitY for the debts being claimed should be attached to this schedule. A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. c "" " C"l > t"1 > ~ > 0 0 " Vl " Z C'l C"l C " o-l z ::: z t'" t'1 t"1 ;>; Z ;;:l > 9 - 9 t'" Z Z t"1 o-l t'1 o-l z 9 9 o-l -< Vl t'1 - Vl z Q Vl Q o-l 9 " ;;:l ~ ., ~ 0 "1'l 0 "1'l - Z C"l - > t'" C Vl t'1 0 Z -< -< ::; t"1 t<1 ~ > > ;;:l ;;:l INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2. Assign consecutive numbers to each item listed. 3. Enter the date on which each debt was incurred and/or paid, 4. Enter the names of each payee. 5. Provide a brief explanation in the remarks column for each debt claimed. 6, Enter the amount of each debt being claimed. 7. The form must be signed by the person who has assumed the responsibility for paying the debts. GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate, In addition to debts incurred by the decedent or estate, other items arc claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker. All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania, If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. C ." C n > m > :5 > 0 0 0 Vl 0 Z C) n c: c -' z ::: z ~ m m :>:: z >= 0 0 Z ::0 -l Z Z M -l m p p -l -< Vl m Cii Z 0 Vl 0 -l ~.' 0 "rl ., ::0 - I)' ~ I- I', ,~ ~ 0 <-;. . 0- ~I)C "rl I. :~o 5 "rl u..l, ?i ~/'._. 0 ~:(..... Z c"-: ~ "':::> - <:..- )> WW (t:~ 01-- c.:> t"" c:::l/: LU 7'~~,; OCj c::: :.em c: '-'w "":c Vl ~ct: 0 w::> !'l IX) ...J'-' 0 . '-' Z -< -< !:; M M ~ > > ::0 ::0 INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed. indicate the claimant's name, address and his/her relationship to the decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2. Assign consecutive numbers to each item listed, 3. Enter the date on which each debt was incurred and/or paid. 4. Enter the names of each payee. 5. Provide a brief explanation in the remarks column for each debt ciaimed. 6. Enter the amount of each debt being claimed. 7. The form must be signed by the person who has assumed the responsibility for paying the debts, .' . , " , , . .. PENNSYLVANIA INHERITANCE TAX GENERAL HIFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritance and Estate Tax Act of 1961 plOvides thai the follo\\'ing p')rsons shallpfepare and file a return: a. The personal representative of the estate of Ihe decedent as to ploperty of the uecerlent administered hy him and such additional property which is or may be suhjectto Inheritance Tax of which he/she shall have or acquire knowledge; b. The transferee of property upon the transfer of which Inheritance T<1x is or may he imposed by the 1961 Statute, including a trustee of properly transferred in trust, provided that 110 separate relurn need he 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 the county vlhereillthe decedent residerl. 3. TIME FOR FILlN G The return is 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. 4. FAILURETO 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 ultimately found to be due or SI,OOO 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 descend<1l1ts, such as father, mother, husband, wife, son, daughter, grandchildren, grandparent, son-in-law and daughter-in.I<1IV and at the rate of 15% as to all others, 6. PAYMENT OF TAX 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 Ihe tax. I F TAX IS PAl D WITHIN 3 MONTHS AFTER TH E DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED. All checks should be made payable to the 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. FILlNGOF 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 bc senlenced to pay a fine not. exceeding $1,000 or undergo imprisonment not exceeding one year or both. INSTRUCTIONS FOR COMPLETING SCHEDULE "A" Schedule" A" should include a detailed description 01 all real property located in Pennsylvania and held solely by the decedent or held jointly with another individual (s) as tenants in common. List the decedent's percentage of ownership and the eslimated market value 01 the decedent's interest. (Property held as joint tenants with Ihe right 01 survivorship or tenonts by entireties should be reported on Schedule liE".) All real estate located in Pennsylvania should be described by lot and block number, street address, number 01 acres and general descriplion 01 land and buildings. Also, include the book and page number in which the deed is recorded and the exact title as indicated on Ihe deed. If the property has been sold, attach a copy of the settlement sheet. /I the property is subject to a martgage encumbrance, include the name 01 the mortgagee, date, rate 01 interest and the outstanding balance on the date of deoth ond attach a statement Irom the mortgogor verifying the outstanding balance. Property taxes and interest on mortgages as of the date 01 death, assessments and other encumbrances should be listed on Schedule "F". Do not deduct them an Schedule "A". QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No" ,) 2. Did decedent, within two years of death, transfer property from himself! herself to himself/herself and [mather p~rt\' or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) _ 3. If the answer to one or two above is "Yes" and the transfers are claimed to be nonlaxable, provide lhe following information: a, Age of decedent altime of transfer. b, Copy of dealh certificate. c. Affidavil by lhe allending physician indicating the slale of decedent's health at time of transfer. d, All other information supporting nontax~bi lity of transler, 4. Did decedent, in his/her lifetime, make any transfer of properly without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after hiS/her dealh? (Answer "Yes" or "110".) -- a. Was there any possibility thatlhe properly transferred might return 10 lransferor or his/her estale or be subject to his/her power of disposition? (Answer "Yes" or "No".) b. What was lhe transferee's age at time of decedent's death? 5. Did decedent in his/her lifetime make any transfer without receiving a valuable and ade~uate considerationtherelor under which transferor expressly or impliedly reserves for his/her life or ,my period which does in fact end before his/her death: a, The possession Dr enjoyment of Dr the right to income from the property tmnsferred? (Answer "Yes" or "No".) b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".) 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 was transferee's promise to pay income to or for the benefit Dr car~ of transferor? (Answer "Yes" Dr "No".) 8, Did decedent, at any time, transfer property, the bElleficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer Dr by operation of law? (Answer "Yes" or "No".) 3. If the answer to eight above is "Yes," was the power to alter, amend Dr revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No".) ./\':.:... ". ." .~ ,) j1 fi-l/1k>.;b' '2/-'60- ~:'J y- u::rrEnS TEST AMSNT Any COMMONVlEALTI-I OF PENNSYLVANIA COUNTY OF CUMBERLl\ND .../,^I'\'\"\ I_I -\ rr '\ ~;-. r '. r .~ ~ ~. I 7 { { \, ." ,; < ,'> (- ~ \ S 1.1. 1 ~ ' ~..[.i "'vvV" ss: BY THlO: TENon OFJllmm PRESENTS Barel B. NcLane, Deputy I R;J!~t;:(..'-=S~~c~~ E . ................................................................,............................ sq., Register for the Probnte 01 V/iIls nnd Granting Letters 01 Administration in and lor the County 01 Cumberland, in the Commonwr.nlth of Pennsylvania, do m.1lcc known 7TH unto 0111 111cn th~t on the .................................................... dny of ...uuuu.u.uuu!.:.~,~~.~u...uu...uu'u........" 19'?~..,,, at Corlisle, belore me was proved, oppeored and insinuated, THE LI\.ST VJILL AND TESTM,lEHT OF ROBERT N. REED, JR., LA'l'E OF ....................... .............................. ........... ......... ..... . . .1~~lPI?~~. .~~\!~~!:;r'p.,. . .c;lF"~.E.l\I,.'\.~'I? 9P:Lli',"l:Y, . . ,P.E:WWSYLYi\.\lIA. . . . .. DECEASED, (a true copy wher~of is to these presents annexed), having whilst . !~~ . .. lived at the time of ?I.S death divers goods and chattels, rights and credits within the Commonwealth, by reason whereof the approbation and insinuation of the said Last Will and Testament, and the committing the Administration of all and singular, the goods and chattels, rights and credits, which were of the said deceased, also the Auditing the Accounts, and Calcu- lation and Reckoning- of the said Administration to me are manifestly known to belong. And that Administration of all and singular, the goods and chattels, rights and credits of the ,;aid deceased, and way conceming . .l."f? L:u;t Will and Testament, was committed to . P!\t:PHJ;t;l. P~?q~F. ri\,N.1~ ,Ii<. TF-P.T. .~Ql:1PP.:.:t. . . . . , , . . .. in tile said Testament named EXECt"'OP-S h . Ii b d I 1'- d . . . , , . . ~ , : . ' , . . , . . . , . . . . . . , . . . . . . . . . . . . , . . . . . . , , . .. a\'1I1 0' , l'st een u \' OU2 me '" . . well and truly to administer the goods and chattels. right and credits of the deceased, and make a true and perfect Inventory thereof, and exhibit the same into the Registl'r's , office. in the borough of Carlisle, within thirty days from this date, and also file a just and tlUC account, calculation and reckoning of . . . . , .T.r~~IR. , .. administration when lawfully required, and diligcntly and faithfully to I'cganl, and \\'ell and truly comply with the pro- ~ vision::: of the law relating to Collateral amI Dircct Inhcritances. Decedent died on the .... .~~~l;l.., day of ..... .~l?\.R.c.r~,......., 19.f?9.., according to affidavit properly filed. In Tc::limony Whereof, I have hereunto set my hand and caused the seal of said office to be hCl'eunto affixed, dated at Carlisle nfol'esaid, the ........... ntl. . . . . . . . . . . . . . . . . . . day of . . . . . . . . . . . .J}~!ln,. . . ., . . . . . . . . . . . . . . .. in the year of our Lord One Thousand Nine Hundl'cd and .r::~<;>~l:r~.............. /.1.:- , ::,; ..;b." A/ DEPUTV ,..,. !-rt'Il.. /.., '7 ~J, ../01.(. , .. ..........,..........,...1........ ." ..... "f. ................................. p_v.''U...~I_'' __.......... .1,..... .._ " ',~ :~. :.~ ;":';"~~.~~~~-~.'';'~ () ~ ''/ U\ST IHLL AND TESTAI-lEIlT OF ROBERT 1.1. REED, JR. I, ROBERT M. REED, JR., of Enolp, Cun~erland County, Pennsylvania, being of sound and dizposing mind and memory, do make, publish and declare this my Last l'1ill and Testament, hereby revol:ing and annulling any and all ~li 11s by me heretofore made. ITEr.l I - I give and bequeath to my dear friend DRIDGIE C. FUNK, provided she survives me, all my furniture and furnishings in my home at the time of my death. ITEM II - All the rest, residue and remainder of my Estate, of whatsoever nature and kind, I direct my El:ecutor to sell and convert into cash and I further direct that the proceeds thereof be divided among the following in equal shares: to BRIDGIE C. FUNK; to my niece, REBECCA 1,:cALICHER; to my sister, ANNIE McALICHER, my step-daughter ROSE MORRIS and her husband, J. C. HonRIS (Rose Horris or the survivor to receive one equal share), to TON A LUCKE~BAUGH and to OUR LAND OF LOURDES CA'l'ilOLIC CHUP.CH of Enola or the !Jurvi vors of them living at the time of my death. ITEM III - I nominate, constitute and appoint 1'1i tnesses: IJJr/g'vbJ :t Ju.-.') ') 'C::{ l~~\I.J"" ~L~f..\\"'-- \ (,'1 1/(' , (, :. I/'/ '///;,Yt "I, L(~Jf..-'/. (SEAL) '" 1 of 2 " ') l the DauphiJl U<,po!'i t 'I'rur;t Company of lIarr.isburg, pcnnsylvanl,), as Executor of this my Last l'lill and Testament. IN InTNESS 1'/lIEIUWP, I have hereunto set my hand and seal to this, my Last Will and Testament, this " .:W day or August, 1976. / "1.../. "":J. //(/t:1 TLY ;/'::-<'r'( , I' / (SEAL) \. ., II \1 i * * * * * * * * * * * * * * * * This instr~~ent, consisting of two (2) typewritten pages, each bearing the signature or the above-named ROBERT 11. nEED, JR., ~Ias by him on the date hereor signed, published ~nd declared by him to be his Last ~lill and Testament, in our presence, who, at his request and in the presence of him, and in the presence of each other, we believing him to be or sound and disposing mind and memory have hereunto subscribed cur n~~2S as witnasses: "10J1 Q/.J2~~_ , C:::::>6\ f'I l....o.AC...M-!I cr.\t....o..."'- I c:1 <;" ;)p /.=' 2<-1,:'lll .;;J. I'-J. .,'-"',/,L<;. , I residing at residing at r- oJ ~~\ i) )S:~ <~~, ~~ .' <S"-- \l 2 of 2 .' REV04S3 E,X+ (3080) COMMONWEALTH OF PENNSnVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES .' ...0. . _, ~,f'>!- '0" "I'''''' 1 linsrrucrions on R.ve,se Side) Estate of Robert H. Reed Jr. - I BENEFICIARIES AND ADDRESSES RELATIONSHIP SUHVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT l3IATH ,,~,~"'" I' "..nk FrIend Yes Househ.:.lci ",fLcts Summerdale Apts. 1/6 sh. of residue 90 R Autumn Lane Enola, Pa. 17025 - Rebecca McAlicher Niece Yes 1/6 sh of residu" RollI Box 223 York Haven, Pa. 17370 Annie McAlicher Sister Yes 1/6 sh of residue RollI Box 223 York Haven, Pa. 17370 Rose Horris & J.C. Horris Steo-dauchter Yes 1/6 sh of residue 4320 Winfield Street Harrisburg, Pa. 17109 Tona Luckenbaugh Friend Yes 1/6 sh of residue 6815 Sommerset Street Harrisburg, Pannsylvania 17111 Our Land of Lourdes Catholic Chu ch . 1/6 sh of residue Pine & Enola Drive Enola, Pa. 17025 I The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH Rp'.4:i4 (1.801 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTL Y OWNED PROPERTY 9;~9. W~' (Instructions an Reverse Side) Estate 0 f Robert. M. Reed , Jr. -. P TOTAL E VALUE OF DEPARTMENT ITEM DESCRIPTION MARKET \ DECEDENT'S VALUATION NO, VALUE N INTEREST IOfficial Use Only) T .-. The following assets registered in the name of Robert M. Reed Jr and Bridget e. Funk eeNB checking acct. 11018-0002917 opened 7/19/77 464.92/ 50%/ 232.46, ~ eeNB Savings Acct. 11008-106190-5 11,184.52" 5,592.26.- Accrued interest 80.39/ 50%/ 40.20.- Opened 7/19/77 TOTAL THIS PAGE $ 5,864. 92J1 S; [7(., '1-. 7:lJ '. 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 instructions 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 (s) and the date the joint ownership was established. 2. Indicate the total market value of the jointly owned property. 3. Indicate the percentage of the decedent's interest. 4. Indicate the market value of the decedent's interest. C ":l " n > m > :s > 0 0 " tIl " Z C"l n C v -l Z ::: Z t'" m m > 0 9 t'" 7': Z " ~ Z Z '" -l '" -l 9 m 9 -l -< tIl CIl tIl '" Z 0 ~ -l 9 ~ ~ " ~ )- 0 -l ~ 0 :::l z 0 > - . c::: CIl t"1 0 Z - -< ><: ~ ~ '" t1l > ;J. " ;>:l -- ~~ -"\ (c;ee; r.A~ [,23 MAIN OFFICE 331 BRIDGE STREET NEW CUMUERLANO. P""'''"'~~''''A " '0 . 17171714.7000 CONO UANK. N.A. Date It,ay 2, 1980 TO: 'Dauphin Deposit Dank & Tr. Co. 213 Market Street Harrisburg, PA 17105 . ATTN: WILLIAM S. SAI,FORD BE: Estate of Robert M. Reed, Jr. Name of Decedent The following is a complete record of the above decedent's accounts as of l"arch 12, 1980 Date of Death No. 'i'yp e of Account Balance on Date of Death Names on Account Date of Creatic Principal Accrued Int. (All Owners) of Joint O"'11ershi t=; ~ -. 018-000291-7 Checking $ 464.92 None ~obert M. Reed, Jr. Bridget C. Funk 7/19/77 008-106190-5 Savings $11,184.52 $80.39 Robert M. Reed, Jr. Bridget C. Funk 7/19/77 R. S. Stephens Auth to ..., .... '0 .r:: ~ Q) rn ~ ~ ~ Q) ~ '" '0 ~ I<l ~ E-< ~ :>- ::;: <: .... I<l ..., Q) to '" to '0 Q) ;:l Q) .0 .0 lil e ~ 0 :l ... '" ::c u ~ - u z - 0 "- "- - 0 ~ I ~ !Y. 0 "- In 0 '" 0 z 0 I<l '" :>- ... 0 - ~ ... z z !( I<l Z ...l 0 - 0 ~ ::<: I<l I<l ...l Z ~ Z ... 0 u " Z - ~ .", ~ 8 0 <( ~ I<l 0 Po< :l COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION . OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT *' COUNTY FILE NO: .-'OJ " C{~r.j ..;{ _ /() _ - J l DATE --;/l/.///A'Y:' .-/ ;1'.f'/ ,Ii.' . / ' / ESTATE ",tJ ,: ,L /", l:i -...i ~. FILE NO, ;/1- /r7J - -.;; 3f' / , /J I COUNTY { ~'; //HI ~/_(A,UAt:A V.}, / / //.' I'~?J DATE OF DEATH ,/~";;;/.4/'.-I.j/';; 71)" - TO: ~ .-... q ,/1 d2;' ~:// ...... -"---,,- /, .:" '//'1..1,. , /, A'I J' /1.;.-,1 _:! '/ _ __ _'-- 1./'.' ,,-~/\..;...' ",..c:-.~ :::--':) / .," /' , .Xjhl,t4,~~("-<< \.. >* / ///t::-) - '/ / V t Appraised Value of Estate: AeBI Estate Personal Property .:L ,j $ 7?(' I,~[)' IJ-() + rf ,2IJ_:.J.1' f.) / + ,~-y~, I. 9'-'< I $1)1, (J?; J .;'/:{ " Lf, u tj./.. ;;'.2 sl3 9'h-,//,r) , Jointly Held PropertylTransfars Total Gross EstBte Totsl Approved Deductions Clear Value of Estate Amount Ta.able @ 15% Aa,e ~ gc7tf, ;(7 $30 Ivl~, 3 ') s {:; :) 'l ,;! 1 "tf <2 1'1 ., / -;/'....:.1 I. 1./ (p t8x due Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax tax due s -'/3'7. 1!J , 4?91.5!J s f /fg 1. 3 () Amount Ta.able @ 6% AB'e TOTAL PENNSYLVANIA INHEAITANCE TAX DUE . ... .. ... ... .. A five percent discount totaling $ will be granted if the Inheritance Tax is paid bv Less Credits: DATE OF PAYMENT AMOUNT PAID OISCOUNT INTEREST TAX CAEDIT $ f191i + $ 11-?-. ?u - $ = $ 9.:) I~ tJ/f' ;? '. - + / / ./. /Ji) = .J ;) !J-IJ, ';'-0 . /:J 7. lirJ / + = .!J-- /h-:<15 &-/J.-X'I! Interest eccrues at the rete of six (6) percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid bV is BALANCE OF PENNSYLVANIA INHE~ITANCE TA,X DUE I S l;: " ...../ i 4-i "'/'~' [0tc.-C )J,~"A'~;_~ //L.-c See Informal ion on Reverse Side :::t:.!:J! iH ~')i '. .', INFORMATION To insure proper credit to your eccount, the name 01 the estate Bnd file number should be clearlv print. ed on the check or money order. This assessment is made in Bccordance with Section 708 01 the Inheritance and Estate Ta< Act 01 1961 (72 P.S, ~ 2485.708), To the extent thBt inheritance tax is paid within three (3) months alter the death 01 the decedent. B discount of five (5) percent is allowed (72 p,S, !i 2485.716), Inheritance Tax. other thBn tax on a luture intBrest. is due at the date of the decedent's death and becomes delinquent at the e<plration of nine (9) monthS alter the decedent's death (72 P.S, !i 24B5.71 I). Inheritance Tax on a luture interest is payable within three (3) months alter the transler takes effect in possession and anjoyment end is delinquent therealter (72 p,S, !i 2485-712), Calculate interest from the delinquent da.. shown on thO lace of this form to the date 01 actual payment using the lollowing interest table: --------------- ------ - -------- - --- ------------- - - - -- - --- -- ------ -- - - - - - -- -- 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 .015 6 months ,030 9 months ,045 12 monthS .060 I days .00017 11 days .00186 21 days .00352 2 days .00034 12 davs .00203 22 days ,00369 3 days ,00051 13 days ,00220 23 davs ,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 .0011 8 17 days ,00284 27 days ,00454 8 days .00135 18 days .00301 28 days ,00471 9 days .00152 19 days .0031B 29 days ,00488 10 davs .00169 20 days ,00335 30 days ,00500 -- ------------------- --- ------ --- --- ----- ----------- - - - --------- -----. Anv party in interest. including the Commonwealth and the personal repre, 'ntative. not satisfied with tne assessment may object therelo within sixty 160) days alter receipt of this Notice as provided bv Section 1001 of thO Inheritance and Estate Tax Acl 011961172 P,S.!i 24B5.1001l. Make check or money order payable to: "RegiSler ot Wills. Agenl" Mail to the address listed below: INFORMATION To Insure proper credit to your accourlt, the name of the estato and file number should be clearly print- ed on tho che~k or money order. This assessment is made in accordanco with Section 708 of the Inheritance and Estate Tax Act of 1961172 P,S, ~ 2485.708), To the extent that inhoritance tax is paid within three (3) months after the death of the decedent. a discount of five (51 percent is allowed (72 P.S. 9 2485.71 Ii). Inheritance Tax, other than tax on a future interest. is due at the date of the decedent's death and becomes delinquent at the expiration of nine (9) months after the decedent's death (72 P.S. g 2485-711). Inheritanco Tal( on 8 futuro interest is payable within three 13} months after the transfer takes effecI in possession and enjoyment and is delinquent thereafter (72 P.S. ~ 2485.7121. Calculate interest from the delinquent date!:hown on the faco or this form to tho date of actual payment using the following interest table: ------------ ---------- -------- - ---- ---- - ----- --- - - --- - --- ---------- -- -- - -- -- , month ,005 4 m"nths ,020 7 months ,035 1 0 months ,050 2 months ,010 5 months .025 e months ,040 11 months .055 3 months .015 6 months ,030 9 months ,045 12 months .060 1 days ,00017 11 days ,00186 21 days ,00352 2 dBYS .00034 12 days .00203 22 days .00369 3 days .00051 13 days ,00220 23 days .00386 4 days ,00068 14 days .00237 24 dBYS ,00403 5 days .00085 15 days ,00250 25 days ,00420 6 days .00101 16 days ,00267 26 days .00437 7 dBYS .00118 17 days ,00284 27 days .00454 8 days ,00135 18 days .00301 28 days ,00471 9 days ,00152 19 days .00318 29 days ,00488 10 days .00169 20 days ,00335 30 days .00500 -- - -- ------ --- ------ - -- - - - - - - - - -- -- - - - - -- - - - ------ - - - - - - --------- - - - ..-- Any party in interest. including the Commonwealth and the personal representative, not satisfied with the assessment may object thereto within sixty (60) days after receipt of this Notice as provided by Section 1001 of the Inharitanee and Estate Tax Act 011961 (72 P,S, ~ 2485.1001), Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: '-L_~';. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 55: Henry .J. Schne id"r___ .. according to law, depose. and says that he is tlw..,.__ 01 the Estate 01 _.!~U tie Schne i del' . ~----'-_..------- __ ___, Cumborland County, Pa.. deceased and that tho wilh:~ is an inventory made by. .Ilenry_J._ S_clln~Jc!"r. -, the said_ EX(!E.llt~!'_____ 01 the entire estate 01 said decedent, consisting 01 all the personal prop.r1y and roal estate, except real osta!e outside tho Commonwealth 01 Pennsylvania, and that the figures opposite each item 01 the Inventory represent it', lair value as of the dato 01 decedent's death. being duly ___~"-r.[1 --. ___ . Ellec.utOI'__.. . late 01 Upper Allen Townsh.ip Sworn and subscribf1d before me, '",' ~ l . /;:--:U~H~'r,<-j. ,__~.::f~~--r&,;.L~-- tf/ {", ecutor. ~aiIi9( ?Jt jt- Y 19 j7/ ~~~.~~ / flORWCf. U lOStHLH. (;[J.,',Rl iJ;.h:~lt; M[CHA~j(CSRlJI\G EOiiOlJClt CWl.ilEHlAf-;U etllJt;IY MY COMr.~I$~/tI~1 t ,\JWf.S i,l'fl G, l'i"1 1i0l \~est ~larble Street j ..!I~ch~ni.csbl~l:gL pennsylvania 17055 Addt." Date 01 Death ______ .J.2t!L___...___._.___. __ _.Q~tobel'__. DtlY MOT'Ith 1980 Yur INSTRUCTIONS I. An inventory must be filed within three months alter appointment of personal represen~ative. 2. A supplement inventory must be Iiled within thirty day. 01 discovery 01 additional a<sols. 3. Additional sheets may be attached as to personally or really 4. See Article IV, Fiduciaries Act 011949. c<l '" '" I o co I rl N ~ o I- Z w > Z >- I- UJ '" I- W -< 0.. l- e Vl w '" UJ :I: 0.. I- -' L1. L1. -' -< 0 o <( :;! Z e 0 Vl z ill -< 0.. I I 0:::1 ",' 01 1-<, "" 2;, til Cf), ",! 1-<: E-li ~. I 01 '~f .c[ U), <:' 51 ~I ,..;, ~ 01 =>1 - , ~ <t '" ..:l -" '" o :z o [f) CD '" \:J u I-< ..:l '" v.I '" " ~ ~ " u " o ~c=>- '" '" " l1. ..:l c <t ~ U 0 OJ:!: z-< ! I: II " II I ! ..; l1. ,.. . c " o U '" c ~ -.: " .D E " U o z - o 'tl .!! u: " . ~ -' Invenlory of Ihe real and personal eslate of KATIE SCHNEIDER doceased. REAL ESTATE TOTM. REA L ESTATE NONE PERSONA LTY 1. Savings Account No. lLl-0002191J-3. Commonwcalth National Bank. Balance on date of death accrued interest 2. Savings Account No. 4-75827, Harris Savings Association, Balance on date of death accrued interest 3. Certificate of Deposit No. 216-623883, First Federal Savings and Loan Association, Balance on date of death accrued interest 4. Refund: Bell of pennsylvania 5. Rent rebate: Commonwealth of pennsylvania RECAPITULATION c , .' :'" :'-.:0 ~! '" ,_;tr" 1.:.1 N " W:. 0., c' 0 !flu ,.. :;:c..l t...__.. '-'I' ~ ~:(--:.. :r;"":'"" D~. ~ n.~ w'.- a.:- -. >- 0' "" oC:: o:.'iJ =-= I~ 0- ~z (,)'" WW "":::> rx;C:: .- ';:ju SO u TOTAL VALUE REAL ESTATE TOTAL VALUE PERSONALTY TOTAL APPRAISED VALUE NONE $11. 992 _ 711 $11. 992. 7li 1,097 82 1 89 600 100 9\38 PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritance and Estate Tax Act of 1961 provides that the fallowing persons shall prepare and file a return: a. The persollal representative of the estate of the decedent as to property of the decedent administered by him and such additional property which is or may be subject to Inheritance Tax of which he/she shall have or acqui re knowledge; b. The transferee of property upon the transfer of which Inheritance Tax is or may be imposed by the 1961 Statute, including a trustee of property transferred in trust, provided that no separate return need be made by the transferee of property included in the return of a personal representative. 2. PLACE FOR FILlN G The return is to be filed in duplicate with the Register of Wills of the county wherein the decedent resided. 3. TIME FOR FILING The return is due nine months after the decedent's death, unless an extension far filing has been applied for and granteo by the Secretary of Revenue within the nine-month period. 4. FAILURE iO 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 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." 5. TAX RATES Inheritan:e 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-law and daughter-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 tay.. IF TAX IS PAID WITHIN 3 MONTHS AFTER THE DECEDENT'S DEATH, A D1SCOUNTOF 5%OF THE TAX PAYMENT IS ALLOWED. All checks should be made payable to Ule 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 tay.es imposed, togelher 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. FILlNGOF 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 011 real property locoted in Pennsylvoniu and held solely by the decedent or held jointly with another individual (s) as tenants in common. List the decedent's percentage of ownership and the estimoted market value of the decedent's interest. (Property held as joint tenants with the right of survivorship or tenants by entireties should be reported on Schedule "E".) All real estote located in Pennsylvania should be described by lot ond block number, street address, number of acres and general description of land and buildings, Also, include the book and page number in which the deed is recorded and the exact title as indicated on the deed. If the property hos been said, attach a copy of the settlement sheet. If the property is subject to 0 mortgage encumbronce, include the name of the mortgagee, date, rate of interest and the outstanding bolance on the date of death and attach a statement from the mortgogor verifying the outstonding balance, Property toxes ond interest on mortgages os 01 the date of death, ossessments ond other encumbronces should be listed on Schedule "F", Do not deduct them on Schedule "A", PEY...S2 (,-eOI COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT ESTATE OF _ K^1'TC SCIINCmER SCHEDULE "C" TRANSFERS * INSTRUCTIONS: 1. Answer the questions on reverse side. 2. If the answer to any of the questions on the reverse side is "Yes," provide a description of the property transferred per Schedules "A," "B," or "E," its estimated market value at date oi death, dates of transfer, to whom transferred and relationship of transferees to decedent. Attach a copy of any trust deed or instrument relating to the transferred property. ITEM NO. DESCRIPTION ESTIMATED DEPT. VALUATION MARKET VALUE (OFFICIAL USE ONL YJ NONE NONE ..- TOTAL THIS PAGE NONE (>,'-''',,, ~ >> QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No".) No 2. Did decedent, within two years of death, transfer property from himself! herself to himself/herself and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) ~ 3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following information: a. Age of decedent at time of transfer. b. Copy of death certificate. c. Affidavit by the attending physician indicating the state of decedent's health at time of transfer. d. All other information supporting nontaxabi Ii ty of transfer. 4. Did decedent, in hi s/her Ii fetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or alter his/her death? (Answer "Yes" or "No".) No a. Was there any possibility that the property transferred might return to transferor or his/her estate or be subject to his/her power of disposition? (Answer "Yes" or "No".) b. What was the transferee's age at time of decedent's death? 5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her death: a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) No b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Ves" or "No".) No 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 was transferee's promise to pay income to or for the benefit or care 0 f transferor? (Answer "Ves" or "No".) No 8. Did decedent, at any time, transfer property, the bmelicial enjoyment of which was subject to change, because of a reserved power to ailer, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" or "No".) No 9. If the answer to eight above is "Ves," was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Ves" or "No".) REV04S3 EX+ (3.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES *' (Instructions on Reverse Side) Estate of KATIE SCHNEIDER BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DECEDENT yes DATE OF BIRTH INTEREST OF BENEFICIARY Henry J. Schneider 1110 West Narb1e Street Nechanicsburg, PA 17055 son entire residue The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH REV0454 (1.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT *. -I ,.' , .\ . . ~ SCHEDULE "E" JOINTLY OWNED PROPERTY (Instructions on Reverse Side) Estate of KATIE SCHNEIDER P TOTAL E VALUE OF DEPARTMENT ITEM R DESCRIPTION MARI<ET c DECEDENT'S VALUATION NO. VALUE E INTEREST (Official US" Only) N T NONE NONE NONE - TOTAL THIS PAGE NONI; nl~11 f} OI>'tR INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Schedule "E" must include all property, real and personal, owned by the decedent jointlv with another party or parties as joint tenants with right of survivorship. Both tangible and intangible propertv are to be included. List real estate first. 1. Describe all real property as indicated in the instructions 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 (s) and the date the joint ownership was established. 2. Indicate the total market value of the jointly owned property. 3. I ndicate the percentage of the decedent's interest. 4. I ndicate the market value of the decedent's interest. c '"" 0 n ;t- "" > :s z ;t- O 0 0 (Jl 0 C) n c:: 0 -l Z ,.. Z C 111 111 :;r; Z > 9 ::: 9 , ;;:l Z Z 111 -l 111 -l ~ 9 9 ...; -< (Jl 111 (Jl Z 0 (Jl 0 -l 9 ":1 ":1 ;;:l ~ I > 0 I -l ":1 15 ~ .-' " I z n c. r" . ." - C' c.)~ :> '_.1 "- .:.) I t"' c.' 0.. /'Jf; l~ c:: ~~~ CIl l~. m 0'.- - 6..... - n:'-:' 0 LL,l..J >- 0:.:::0:: Z o'- er 0"" t"' a:V> z: , '" 0- ~:i: -< <.>"" -< -< ~ .......... C:::::J 111 111 a:a: - ~<.) ~ :> :> '-' ;;:l ;>:l FII e Humber INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) 21-80-0693 REV..... KX+ tHot Date of DeDth October 12, 1980 o Original o Supplemental o RemDinder Estate Home Katie Schneider Social Security Humber - 206-10-9076 REPORT OF IHHERITAHCE TAX APPRAISER I, the under.lgned duly appalnted Inherlta,.,ce Tax Appraiser in and far the Caunty af Cumberland Penn.ylvanla, da N.pectfully repart that I baye appral.ed the real and pe..anal property a. reparted In the laregaing retum at the value. lOt forth appa.lfe each Ifom In thela.t calumn to tlte right In S.h"duJ". "A", "B", "C", and "E" Dated: May 29, 1981 ~3../I';JM/") .lff flJ! a" ,I ) INHERITANCE TAX APPRAISER ADJUSTMENTS REMAINDER APPRAISEMENT CODE INVENTORY VALUE AS APPRAISED CODE (HARRISeURG USE ONLY) Roel Proporty (Schodulo A) S none 00+ 92+ Personal Property (Schedule B) 11,99 74 tD+ Jolnt.Hold Proporly (Schodulo E) none 20+ Transf.r. (Schedule C) no e 30+ TOTAL GROSS ASSETS 11 99 74 L... D.bts and Deductions 40- 93- (SCHEDULE F) CLEAR VALUE OF ESTATE o Life E.tate RATE FACTOR PRINCI PLE VALUE CODE o Annuity FOR IISE OF REGISTER ONLY Tax on $ CODE COMPUTATION OF TAX $ $ $ $ $ 6% Tax on S 15% Tax on $ Tax on $ Tax on S Exemptions Total Estate TOTAL TAX INTEREST FROM BALANCE TO 's $ $ Less Credits DATE OF PAYMENT AMOUNT PAID TAX CREDIT S $ INTEREST FROM BALANCE DUE \ \ COMMONWEALTH Or- PENNSVLVANIA DEPARTMENT OF REVENUE I , BUREAU OF FIELD OPERATIONS REV.S1B FO (708Q) ~~ NOTICE OF FILING OF APPRAISEMENT Mr. Henry J. Schneider 401 West Marble Street .\ Mechanicsburg, FA 17055 RE: Estate a/ County of File ND. Katie Schneider Cumberland 21-80-0693 Deor Mr. Schneider: YDU Dre hereby notified thot the original appraisement in the estote 0/ Katie Schneider has been filed in the office of the Register of Wills of Cumberland County on May 29 , 19!!L. SDid Dppraisement reflects the following valuations: ReD I Estote Personal Property Jointly Owned Transfers Total none 11,992.74 none none 11,992.74 As to such tox that is paid within three months from date of death, a five (5%) percent discount is allowable. As to Dny tax thot remoins unpaid olter nine (9) manths (filteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when deDth occurred prior to December 22, 1965) from dDte 0/ death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is Dggrieved by this notice may obiect thereto within sixty days alter receipt of said notice as provided by Section 1001 of the Inheritance ond Estate Tax Act of 1961,72 P.S. 2485-1001, P.L. 373. Date May 29, 1981 Signed ./11' M }' II J !i'71' II ",,/ / Title Chief Appraiser NOTE: This is not a bill. GlORIGINAL o SUPPLEMENTAL File No. 21-80-0693 REI/.'-lIl EX+ (7-eol CO~VAONWEAL TH OF PENNSYLV<\NIA DEPARTMENT OF REVEIWE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT Estote of Ka tie Schneider Coun ty Cumberland Dote of Deoth October 12, 1980 In 1he ovent fhat any futuro interesf fn 1"15 esfate is frans{errod In possession or enjoyment fa colla lara I heirs 01 the decedent alter tho oxplratlon of any estate for life or (or years, Ih(l Commonwealth herehy expre~sly reserves the right to appraise and olsess transfer Inheritance laxes 01 Iho lawful collateral rate on any such futuro Interest. PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH ASSET SUMMARY DEPARTMENT'S APPRAISED VALUE 1. Total Real Property - SCH. "A" . . . . . . $ 2. Total Persanol Property - SCH. "B". . . . S 3. Total Jointly Owned Property - SCH. "E" $ 4. Total Transfers - SCH. "COO. . .'. . . .. $ none Unreported $ Unreported $ Unreported S Unreported $ $ none $ 11,992.74 $ none $ none $ 11,992.74 11,992.74 none none o LIFE ESTATE o ANNUITY TOTAL GROSS ASSETS DREMAINDER TOTAL VALUE $ I do hereby certify thot the obove appraisement is made in conformily with Pennsylvania law and has been filed this day with the Register of Wills. J//-e-r/",''17..)ll'il/lY) ) APPRAISER May 29. 1981 DATE "" Q) oM ~ ~ ~ ~~ ::; <: <: .... ~ !i z l<l ~ Q) 0 :>< ." c:: Eo< 0 oM Q) l<l Q) .... c:: .E :;J~ 'tl rJ) c:: ;:l tJ :;J '" ~ ...:I en . .... '" ... .... <: Q) :>:: .... Q) - z oM Q) ~ u .. 0 "" '" - 0 '" 0 "" .... ... '" - :.: .... ;:> t.l .... .... N '" ~ 0 t:- O ~ ~ '" .... 0 rJ) 0 Z 0 rJ) tr. :>< {-o 0 Z l<l l<l .... ~ Z Z 0 0 .... ~ z :<: l<l -l - ;:: l<l ::E 0 ;:l U (,:J ...:I Z ~ Z ~ 0 0 <: z - Vl :l :: l<l U 0 ~ . REV.45S (1.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS Estate of Katie Schneider Date of Death October 12, J.980 WHEN CLAIMING THE FAMIL V EXEMPTION, COMPLETE THE FOLLOWING: File No. Claimant Relationship to Decedent Claimant's Address ITEM DATE NO. 1 2 3 q 5 6 7 8 NAME OF PAYEE REMARKS AMOUNT Register of Wills Probate costs James F. Stone Funera 1 1I0me, Ji James F. Stone funern 1 Home, r~. Nessiah Village J.E. Pezzuti, ~l.D. Funeral ex enses Lettering on markel' Account Professional services Register of Wills Snelbaker, ~lcCaleb Reserve for filing fUing fees & Elicker Attorneys fees account, re ease, notary fees costs and miscellaneou' TOTAL THIS PAGE I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the estate as dedu ions for Inheritance Tax purposes. <-';).. ( i'/', ~oo .,~J'lv;' '><./:JAf";I'-,___"I~.' "f'/ J -(1 "0-/ . SIGNATU O~...~~N~FIOUCIARV DATE OFFICIAL USE ONL V DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S _ q:8 //):7'&' I AT o PERCENT. ;J t-/f-J,,( DATE GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred bV the deceden: prior to his/her death are deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker. All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption of S2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. ~ ..., Cl n > t'1 > :s z > 0 0 Cl <Jl 0 Cl n c Cl >! z s: Z t"' t'1 t'1 ~ Z ;<I 0 - !=> t"' Z Z t"1 ..., t'1 ..., 3 !=> ..., -< t'1 P <Jl V> Z 0 <Jl 0 -l 0 "'1 "'1 '" ~ ~ 0 "fl 0 "fl .... - l "" Z n '- ;; l..~ . "- '. ' " t"' 0... U"J".-:1 G_ o u C U.' '"'-or., <Jl C - -1- t'1 ell -""'-' - ;........:( 0 L.l.J~' >- :;:...; 0.. a:t: z Q:ln ~ l~ t"' O(] <.>.... ~-:- -< -< 0( "'- ~ l:!o:: - ....'" t'1 t'1 fC -'u > > <.> '" ;<I I I INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed. indicate the claimant's name, address and his/her relationship to the decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2. Assign consecutive numbers to each item listed. 3. Enter the date on which each debt was incurred and/or paid. 4. Enter the names of each payee. 5. Provide a brief explanation in the remarks column for each debt claimed. 6. Enter the amount of each debt being claimed. 7. The form must be signed by the person who has assumed the responsibility for paying the debts. INFORMATION To insure proper credit to your accounl, the name of the estate and file number should be clearly print- ed on tho chock or monoy order. This assessmont is made in accordance With Suction 708 01 the Inheritance and Estato Tax Act of 1961 (72 P,S, !l 2485.7081, To the extent that inheritance tal( is paid within three (3) months after the death of tho decedent. a discount of live (51 percent is allowed (72 P,5, ~ 2485.7161. Inheritance Tax, other than tax on a future interest. is due al the date of the decedent's doath and becomes delinquent at the expiration of nine (91 months after the decedent's death (72 P.S. S 2485-711). Inheritance Tax on a future interest is payable within three (3) months after the transfer takes effect in possession and enjoyment and is delinquent thereafter (72 P.S. ~ 2485- 7121. Calculate interest from the delinquent date shown on the face of this form to the date of actual payment using the following interest table: ------------ --------- ---------- --- ---- --------- - - - - - - --- -------- -- -- - - - -- -- 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 ,015 6 months .030 9 months ,045 12 months ,060 1 days ,00017 11 days .00186 21 days ,00352 2 days ,00034 12 days ,00203 22 days ,00369 3 days ,00051 13 days .00220 23 days ,00386 4 days ,00068 14 days ,00237 24 days ,00403 5 days ,00085 15 days .00250 25 days ,00420 6 days ,00101 16 days ,00267 26 days ,00437 7 days ,00118 17 days ,00284 27 days ,00454 8 days ,00135 18 days ,00301 28 days ,00471 9 days ,00162 19 days ,00318 29 days ,00488 10 days ,00169 20 days ,00335 30 days ,00500 --------------------- --- --------- -------- ------ ----- - ----------------. Any party in interest, including the Commonwealth and the personal representative, not satisfied with the assessment may object thereto within sixty (60) days atler receipt of this Notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961 172 P.S, 3 2485.1001), Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: ._-___ __ ~~ _. ~_ w_ w_ -a 1 >>'AEv",..iEX."" , ,', '. " ~1~i~;'~~J~:';-;";;"":'" . COMMONWEALTH OF PENNSYLVANIA 4 'Nb t.,,;, " , DEPARTMENT OF REVENUE 1 ?J,'i-"J, 9,57.8, qFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX II '" ~, " 1 " ,1 ; , I ~. i ~ . RECEIVED ,h FROM , ADDRESS - TAX AT 6% TAX AT 15% bU. schn14.r TAXAT_% 401 11'. Mub1. Street ESTATE TAX M.ahanic8buEi, pa. 17055 '--esTATErnFoRMATIoN7-------------------------- DATE OF DEATH Mov. 12, 1980 TOTAL TAX CREDIT 73.26 DATE OF PAYMENT 21-80-693 June 11, 1981 FILE NUMBER COUNTY CIDIber1and m -- ------ m LESS DISCOUNT PLUS % INTEREST (FROM TO_I !CATIB SCBNBIDER NAME OF DECEDENT 73.26 --------- -- --- TOTAL AMOUNT PAID POSTMARK DATE .REMARKS: -PAID 1M PULL- SEAL RECEIVED BY I \ t REGISTER OF WILLS l I ;~,------------------------------~- I , I 1 I , I I , 1 a ,'1AII{ ,/ /;:~'../~( .~--(.;;i!/' / COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION '* OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT i<) - X'O - bel 3 ',k./ LJ-y- IN fqOvW, ,~~_, ~ 1 ,h { , ~u ~ rJ'1", (J\.Ju-. '!i;. \ -; "'7 /' . DATE \t,~~ 1/ J 9 'd ESTATE t>L IJ(~"",,, )"10 ./ ~ J -go -&"'1 <, COUNTY C;. ~ ",,",,~'rJ'1V (< "" J DATE OF DEATH (~-(.-J J...:.> \. /9 reV TO: \L / rf (. ,_ , V, ~..', (, ct. . G'~ /1.. 1'7 ~ '.-' FILE NO, I '-J ,', E; ./:::" Appraised Value of Estate: Real Estate $ Personal Property + Jointly Held Proper1ylTransfers + Total Gross Estate $ Total Approved Deductions Clear Value of Estate s Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax $ Amount Taxable @ 6% Rata $ tax due $ Amount Taxable @ 15% Rate tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE & '7.3.:;;"G * ... * * . * A five percent discount totaling $ will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT k,-J /- y/ $ r; 3,dl- - s = s ~7':<;.':< I" + $ + = + = Interest accrues 81 the rate of six (6) percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid bV is ~I BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE & Assessed by: //'J (,./,.1 (", See Information on Reverse Side AgenlfOfl~eCommon/?lth ,,~ ") ; /;v.) ,I)'. ,_) . ..'{............. I , .'i 1..t~C;i::~ :-: ~Ii '.....::_~:.:: ' {/I INFORMATION To insure proper credit to your account. the name of the estate and file number should be clearly print. ed on the check or monDY order. This assessment is made in accordance with Section 708 of the Inheritance and Estate Tax Act of 1961 (72 P,S, ~ 2485- 708), To the extent that inheritance tax is paid within three (3) months after the death of the decedent. a discount 01 live (5) percent is allowed 172 P,S, S 2485- 716), Inheritance Tax. other than tax on a future interest. is due at the date of 'he decedent's death and becomes delinquent at the 8;Jl;piration of nine (9) months aher the decedent's death (72 P.S. 9 2485.711). Inheritance Tax on a future interest is payable within three (31 months after the transfer takes effect in possession and enjoyment and is delinquent therearier (72 P.S. S 2485.712). Calculate interest from the delinquent date shown on the face of this form to the date of actual payment using the following interest tabu.t: ---------..----------- ---------- -- - ------------- - - --- ---- -------- -- -- -- - -- -- 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 ,015 6 months ,030 9 months ,045 12 months ,060 1 days ,000 17 11 days ,00186 21 days ,00352 2 days ,00034 12 days ,00203 22 days ,00369 3 days ,00051 13 days ,00220 23 days ,00386 4 days .00068 14 days ,00237 24 days ,00403 5 days ,00085 15 days ,00250 25 days ,00420 6 days ,00101 16 days ,00267 26 days ,00437 7 days ,00118 17 days .00284 27 days ,00454 8 days ,00135 1 8 days ,00301 28 days ,00471 9 days ,00152 1 9 days ,00318 29 days ,00488 10 days ,00169 20 days ,00335 30 days ,00500 -- ------------------- ----- -- ----- --- - ---- ----..------- - ----------- ------ Any party in interest. including the Commonwealth and the personal representative. not satisfied with the assessment may object thereto within sixty 150} days after receipt of this Notice as pro\lided by Section 100101 the Inheritance and Estate Tax Act 011961 (72 P,S, S 2485-1001), Make check or monev order payable to: "Register of Wills. Agent" Mail to the addresc listed below: