HomeMy WebLinkAbout80-00711
21-80
No.
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
711
In the Estate of -r /lv/'7A ~
E Dt,-/,{' /)
;1-/./10/( J5. ,J'R
,
, deceased.
To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania.
Petltionertl!lls ~) the executl~ I )(
named In the Last Will and Testament of 7 !Jo h" 5
fOk..-rlt<''' M"/lVc8 II'< dated jv/NC ;'0 1'171
Decedent was a citizen 'of the United States and a resident of W HI 1'11-1; y( 13~1? t-
Township (Borough), Cumberland County, Commonwealth of Pennsylvania.
Slim N DII)'"
Decedent died on I:;,D P/"I the F/IIsr dayof N(ji/ A.D. 19.J:Q..,lnthe
County of ( 1///VINi'I('/..;1'V /) ,State of....&- at the age of --bl years.
Decedent has (Rail n:t) been married and~(has not) had children born to him \el since the ex-
ecution of the above described Will.' ./ .f n
Decedent was possessed of personal property to the value of 1" 1- ", ' '(' r 4"" (; CJ CJ
and of real estate to the value of
/'if/Nt
as near as can be ascertained; said real estate situated as follows
Therefore, your petltioner(s) respectfully apply(ies) for the probate of the said Last Will and Testa-
ment and for Letters Testamentary theron.
Dated
/'f (/ i/
;" /cl5<'.:J
~ t L-"')
Name and address I /,1,"( ..I 'elF; ,o.II ., \ )7 I, ,VI
of Pelitioner(s) , '7,trt
N AD V A /"1I4IYLL=-
/1
~<(
IVi 'i'tEMH Ffl/~/'1 ;?e,/iD
L.- ENe YI'fC,
f'/1
170'f3
COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUMBERLAND l ss
IV It-f)y A- Y /1/~ TS;;;-/= "'Nt IV C E
named in above application, being duly ,,,,,or ,y
statements set forth in this petition are true to the best of
...21<-011' ,,/ and subscribed before
according to law say(s) that the
NfiH knowledge and belief.
me. :, lYe, V 19 '7)'0
-0(aAij-~~
(J eglster
+,) kCi ,d,l! ,~
j
'j c"-:i Gcl(
{;j
i)n l.~'l/\-,Q,~
Filed:
November 7, 1980
Attorney
..., / Q YJ JL
n'u~~I<t(A (j', /' H7~ ~
hwttliL- f. /ti"tfJl'8lf.1Iy10.;,:fj
(',c' i3r'^ I (0' I / ,.'
If/jlf'JrJ5i)i./If'{- f'A 17/08"
(
(/It
"
LAST \nLL AND T~STA1~NT
I, Thomas Edward Munce, Jr., of Wormleysburg, Cumberland
County, Pennsylvania, Do hereby make, pUblish, and declare this
my Last Will and Testament, hereby revoking any and all wills
by me at any time her~tofore made.
I give, devise and bequeath all of my estate and possesions
to my beloved wife, Nadya Yartsefr Munce, if she survive me.
But i. my said wife shall nredecease me, or if it cannot
be determined whether she or I died last, or if she shall
survive me but die within thirty days after my death, then I
direct that all of my estate be converted into cash by my
Executor hereinafter named, and I give and bequeath the same,
one-half to the Trustees of Dickinson ~ollege, carlisle,
Pennsylvania; and the other one-half in equal shares to
Mr Giancarlo Yartseff, 3 Via Isonzo, 21040 Gerenz~no, Varese,
Italy; Mrs. IX Gabriella Yart.err pucoini, 39 Vi~battaneo,
21047 Saronno, Varese, Italy; Miss Ornella Yartseff, 41 Via ,",
Cattaneo, 21047 Saronno, Varese, Italy; and Casa Materna
society Inc" (a charitable institution), P.O. Box 176,
Tuckahoe, New york.
If my wife die within thirty days of my death as aforesaid,
I give (notwithstanding the foregoing) all Russian ikons, Russian
religious objects, and Russian objects in the possession or
my wife and myself to the Trustees of Christ the Savior Eastern
Orthodox ~huroh, 5501 Looust Lane, Harrisburg, Pennsylvania.
I constitute ani apnoint my wife, Nadya Yartseff Munce,
to be Executrix of this my last \/i1l and Testament if she
survive me for thirtl days; otherwise, I constitute and annoint
the Dauohin Deposit ~rust Company of Harrisburg, Pennsylvania,
to be Executor if my wife die within thirty days of my death.
In witness ',vhereof, I hereunto set my hand and seal this
30th day of June, A.D. 1971.
..,~ ~~ ft/J.~c.c...JJ-~
(SEAL)
Signed, sealed, published, and aeclared by the above nAmed
Thomas Edward "unce, Jr. as ani for his Last \'/ill and Testament
in the presence of us who, at his re~uest, have hereunto subscribed
our names as witnesses thereto in the presence of the said
Testator and of each other.
" /1 l_i~~,-I IA'I::Jr' '0;
c~ / ~
/',j\ rj,,,,,' j,,' _, (,~,
r- .~ J _ ~" ~ ~:l,..i...:4/I'1..i:J't)
j ,/
(,t \ flIt>!:' ',' \ (-'{t. ,,/ ,j I U ,1'((;) ;,: i 1"./,' (lC,-,
,....C'Q
"::'<":'0
.....
,
OATH OF SUBSCRIBING WITNESS
WEALTH OF PENNSYLVANIA I ss:
COUNTY O' UMBER LAND
This day of
before me, Register for Ihe Prob of Wills and granting letters of Administralion in and f
the Commonwealth of Pennsylvania,
.D.,19 ,
said County of Cumberland, in
Ihe subscribing wimesses 10 the foregoing instrumenl writir,g purporti ~'be the lasl Will and Testament of
late of
according to law, depose and say, that
sign, seal,
/
instrument of writing as and for h. Testamenl and Last Will, and at the time of so doi
was of sound and disposing miJl~emory and understanding, to the best of
knowledge, observation ayJ'belief.
/ and subscribed before
//
/'
,/.//
Register
AFFIDA VIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA t
COUNTY OF CUMBERLAND \
yA rnSEr':
NttDYA /'-''''^,O=-
/1
ss:
being duly
Sk;-C/rf) IY
says that as nearly as can be ascerlainedlhe said decedent T Ii v,I<> A ,
E D/""-liR. ." ('1 V, HC ~ J't'?
Stfr<'''I<'MY ,
/: ., 0 Pi,? the Fllf!T day of NCI/
died on
A.D.,19 '6 c/,
at or about
/ " '?:, ()
o'clock, ;? M.
5w(J~1'/
and subscribed this
91L!-
;, /'1.0
day of /Yo V
19,~, before ~
~/lA1 ~, /_~J
Register
\
"\
I
!
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the Caunty of
Cumberland, personally came H /1 f) Y Ir
,/11r17SCr';;' I"lt!N([
/
depose and say that as 1';:- X ,: t" TJ'lI ><
who, being duly SWvll~1
,doars
deceased
of the last Will and Testament of 't /I ~ "111 >
130"-""")
1"'t(NC/~', :JP,
will well and truly administer the goods and chattels, rights and credits af said deceased according to law. And
Register
I
I
I
i
\
\
\
I
\
1~ 0:
Cll
III ca;
~~ <Il
Cll .....
"
t-:>: Cll
:0
.:
r.l:
u:
u.. z: '<l':
~: 00:
0 -. *1
.4: r"l
~ @\ .Jr<:
.-I 0 \.<:
~ .... ,.:: 0
.... ~: >tl (1)'
{' r-- .-I 0: -' ~\
I r.l, -' .:
.~
0 - ~ u: (1):
00 ~ Ul' E-<: :>,
I ~: = r.l\ 0:
.... ...: .~ z,
'" 0: "Cl
0 :r: Cll 00,
ClC) 0 E-< "Cl 00:
.... ",:
. Z 0 *1
- "
C"'( oS Cll 11
.... Cll
~ .5 "Cl tlll -'
= ~ .~
III ~
~ <Il
DECREE
day of
November
80
,A.D.,19_. there was probated and
Sr.
Be it remembered that on the 7th
Thomas Edward Munce,
late of
recorded the last Will and Testament of
wormleysburg
,Cumberland County, Pennsylvania,
Nadya vartseff Munce
Deceased. Letters Testamentary were granted to
Witness my hand and official seal the day and year aforesaid.
~'" /}~
t'Ut- ('::...
r Re~ster, .
,
,
, 291
RC:V...,U~ EX... (Ii-1'lO)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT aECEOENT
STATEMENT OF
FIDUCIARY
(Instructions on Reyerse Side)
*
Estate 01 t/lOl"/1I5 EiJ'Vit1<'j) 1"1"N't t
Last Address ICf T'Je.ACII fl/lf'l'1 ,rD.
w(.J~~'HS/3""'C-. {lA, 1'7t/fJ
.
Date 01 Death II -I - "cO
Social Security No. Z. o~/ - (} 3 - 5" 7/ 'if
Stote File No.
(CITY)
(STA TE)
(ZIPI
County File No. f}T,f'I'e :t1' '2. I - \)e - 711
C L(/l1i'M"'tltf{/) C v t,Nr7
1. Decedent died:
( ) Intestate (without a will)
()( ) Testate (leaving a last will--copy attached)
2. Is the liling 01 a Federal Estate Tox Return required lor this estate? YesA- No
3. (X) Executor
Name NtfDYft /l1'i/YctE Sociol Security No. I "if(,.- ~ (> - b 7,!>-
Address Iq BCffCff Pt'ltJ/l-1 j'oA,"J
wcRML€Y s13"t('c., /11. I 7(/ l/ ~
(CITY) (STATE) (ZIP)
) Administrotor
4. All correspondence should be moiled to (J(l Allarney
) Fiduciary.
'" .
~r 0:> _.:::0
c~ - ....r'T1
M",
~~ ~o
'"
rrl~. - ,::>
::::l.~. - ':.,0
",. eM
..,. W "":1
">~.'
:-~.. -
...-::~ .,
" -,
'C
nK.3 ,.; ,
'.'
5. \I an attorney is representing the estate, indicote:
Name hfC./tIlet.- (', !(CIf'If'I C;,/tl"/
Address 10 S. !-/AIf'/(GT sq,
H/llMl5fllllC't- rPA,
(CITY) (STATE)
Telephone No. 717 1- '!> '3 -
{fh, ijox " 'if'/
17ft'''
(ZIP)
List all sale deposit baxes registered in the decedent's individual namehor jointly with, ar as an agent or deputy
01 another, ar in decedent's individual name with right 01 access by anat er as agent Dr deputy. Include the name
and address 01 the bank or other institution where the safe deposit box is located, the name (s) in which the box
is registered and the relationship 01 the joint holders to the decedent.
171<>:'-
NAME OR NAMES IN WHICN
SAFE DEPOSIT BOX IS REGISTER EO
rNQllf1l5 e plol.."I9D t- /f/tDrA !tlil((ti.
RELATlaHSHIP aF JalNT
HaLaERS TO DEcEaEHT
Sl'gJI$t'
Under penalties 01 periury, I declare that I have examined this return, including accompanying schedules ond
statements, and to the best 01 my knowledge and beliel it is true, correct and complete.
,( .. \ \" \;1 II
, '\,~~~ '1/-\ " ,,~IU,-../..(
SIGNAtURE OF FiDUCIARY . j Ij
I'
IL'j~~'i:..
7-7/-3''/
DATE
PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION
1. PERSONS RESPONSIBLE FOR RETURN
Section 701 of the Inheritance and Estate Tax Act of 1961 provides that the following persons shall prepare and file
a return:
a. The personal representative of the estate of the decedent as to ploperty 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
acquire 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 FILING
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 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 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
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-law and daughter-in-law and at the rate of 15% as to all others.
6. PAYMENT OF TAX
The tax assessed on the transfer of properly 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 \It1ich 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 tlie 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 bOtll.
NOTE: Compensation paid to an estate representative; namely, an executor or administrator, for services performed
in administering an estate is reportable for Pennsylvania Income Tax purposes. This taxable income item should be
reported on form P A-40-lndividuallncome Tax R~tum.
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 or held jointly with another individual (s) os tenants in common, List the
decedent's percentage 01 ownership and the estimated market volue 01 the decedent's interest, (Property held
as joint tenants with the right 01 survivorship or tenants by entireties should be reported on Schedule "E".)
All real estate located in Pennsylvanio should be described by lot and black number, street
address, number of acres and general description 01 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 properly has been
sold, attach a copy of the settlement sheet. If the property is subject to a mortgage encumbrance, include
the name 01 the mortgagee, date, rate 01 interest and the outstanding balance on the date 01 death and
attach a statement Irom the mortgagor verifying the outstanding balance.
Property taxes and interest on mortgages as 01 the date of death, assessments and other
encumbrances should be listed on Schedule "F". Da not deduct them an Schedule "A".
SCHEDULE "B"
PERSONAL PROPERTY
~*
,~.~
'. <,..};~~p..y'~';""t.
~t:..V.4!lt l:Xt tS-ROI
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT DF REVENUE
. TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
(lnseructions on Reverse Sido)
Estate of 'Ifill,..,,, >
ITEM
NO.
e~Mj)
!-,.,N( If.
DEPARTMENT
YALUATlON
IOFF/CIAL USE ONL yl
ESTIMATED
MARK ET
YALUE
I"
!,oO. <'0
UNIT
YALUE
DESCRIPTION
{(fecn
pe~SM'If-(..
I
1'J-q,6t.
II en.'1/?
'2.0 5/tIJpEJ Ail-ANTIC. ~1[Jffili'!) C,,~j'
I
?-
J f Z. ,- , '/'1
...." . T
'3 ,7 t.>-f.vt SIIARES , ('tN''! 5 f. M.T'/AL. f""J) t ~.3o
"I. "If', '/0'1 51f11)(J~S pl(mt=N~ r'1K/) INe 1, ~~. 75-
, ' .
- !>-. '3 ')1- SlfAt'fS, 731t1l"'~rl>IMT".'f A//,of)
.,). "",,5713"'1'
C. fa. '7TtfTc. phpUYC;~S I (I(1Gi)IT ~II}I/~,'I
~'I(/111 ~7
I y2..C.,S'
') 2.'1//, ,/;-
TOTAL t n {, 1//, Sy.
I~, 6 LI/. f~
II additionol space is necessary, use 8'2" x 11" sheets.
QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any transfer of any material part or his estate without receiving
valuable and adequate consideration? (Answer "Ves" or "No".) NcJ
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 10 bc 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 nontaxability of transfer.
4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration
therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No".) Iv 0
a. Was there any possibility that the property transfcrred might relurn to transfcror or hisiher 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 01 impliedly reserves for his/her life or any pcriod 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".) IY c:)
b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Ves" or "No".) ff(J
6. If the answer to five b. above is "Yes," was the right reserved in decedent alone ( ) or decedent and others ( ).
7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferce's promise to pay income
to or for the benefit or care of transferor? (Answer "Ves" or "No".) Ii a
8. Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of
a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Ves" or "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 decedent and others ( ).
flEV-4!53 EX. !l0-801
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
Estate of THe".,,,:;
eO...."~D
BENEFICIARIES AND ADDRESSES
,4-fIIN'c.
fltll'I"
If.,vtlnUyShM't,. 1/.
SCHEDULE "0"
BENEFICIARIES
Onstructions on Reve,.. Side)
"/ilK' E-
RELATIONSHIP
SURVIVED
DECEDENT
DATE OF
BIRTH
Sf~V/ ~E
- ~- -I t
The above beneficiaries were living at the time af the decedent's death except for the following:
NAME
If additional space is necessary, use 8%" x 11" sheets.
INTEREST OF BENEFICIARY
t/'f7f^V C7rATE
DATE OF DEATH
R'f.V-U4.EX+ (S-SO)
COMMONWEAL TH OF PENNSYL VANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
(lnsrrucrions Dn Revf.'rsc Side)
Estate of rlk-NAj 13t)~~'/JI'/) hllNC C
ITEM TOTAL PE VALUE OF DEPARTMENT
R
DESCRIPTION MARK ET cE DECEDENT'S VALUATION
NO. VALUE ~T INTEREST (OFFICIAL USE ONL Y/
tHe.. f<lH~""//I't- f~c fGIff7 1\,15
l#tO jrI, IfTt )" ~y TIf""'/U
E-aIvItA'/( hlfNCe ;t/VD 11'5 l-/,/{H;
I'fM)yl'l ""lfrfC~ IrI1I> (5 TtttIPtA,'/O
f(l3l"t;I'/.~ ,O"Of'l. NoT'/t~ 'ONt?' .
/. /resiDeNce
/q 'BflfCff F/tJ(JI'1 RCrlD
I
l.vO~MLerHJ"flt:.. (If I'{ BCIf'f./rM)
f.4. I
C(i'1f~Ty,
DEE/> i).oR VI, tloL 2 ~ fHt:
~11 ~CftllSEu G 'I) - G t
J,. C~It{(- !tC(o'"rT
DftI1fJlltf br3t"GlS , r ~/(/'/ <t ;ft''lSr (.u,
<'13 ,'tllllltt.. r Sf:
/-+Am<!t58l{,tl-, P4,
~tcT ~ b n 7,.3'ib
of'b/E~ (p-Z.tp-fcct
3, C-ItNCIl5TtK. c ("Iii ry I fA,
Ho5PIT'rIL. It '1 TtJotl'lry ". lYo ,
f"iRCfrMttJ (1-26 -7>
vI. Ho"fef.woO F<f~N151t11'(c:.>
hCCj<fIA'6.l I-'Rcct1. Tu Iq 70
TOTAL 0 fi'-f}-1J.-
. . , (6
If add,tional spoce IS necessary, use 8Y\ ' x 11" sheets.
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-owneds] 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.
r- "" 0 n > t'<1 > ::;;
z > 0 0 0 Vl Z 0 Z -
Cl n c:: 0 ..., :::: t""
t'1 t'1 ;>; Z ;:::l > ~ - ~ r-
z z t'1 ..., t'1 ..., Z
~ ~ ..., -< Vl t'<1 -
Vl
Z 0 Vl 0 ...,
~ ":1 E ":1 ;:::l
\\ [ ~ ~
("
'" r -
~ 0
I'i ~ ,'t Z
....... "- G:
I I~ " ~,
:.S .
~ ,..., ~ ~
~ ~ f
....
I ~ ~ ~
~ )' '!.
t>
..... I -< -<
t'1 t'1
\~ ~ ~ ;;-
~ ;ll
l' \
r ~
LAST 'IfILL AND 'l'ESTAMEft
i
I
i
I
I
I
!
I, ~homaa B4war4 Munc., Jr., ot Wormleyabur8,CUmberlana
county, p.nne71Yan1a, Do be1'eb7 lIake, publ1ah, anll ...olar. tbie
III,. Laat W111 an" Teatllllent, hereb,. re't'ok1ng an,. and all willa
b,. .. at any tll11e heretotore III.....
I gl't'e, "e't'lse and bequeath allot III,. estate an4 posaeslona
to lilY b.lo't'e4 wlte, Ha4ya Tartaett Munce, lt abe sur't'i't'e ilia.
But i. lilY sal" wlt. ahall predec..se lIIe, or lt it oannot
be 4ete~ine4 wbether she or I dle4 last, or It ehe ahall
sur't'l't'e lIIe but 41. withln thirt,. daya atter my death, then I
direot that allot my estate b. oonverte4 into o.sh b,. my
Executor herelnafter nallled, ant I glve and bequeath tbe s~e,
oae-halt to the Trustees ot Dlokineon College, Carlisle,
Pennsyl't'anlaJ and the other one-halt In equ.l sharas to
Mr Glancarlo Yartseff, 3 Vla Isonzo, 21040 GerenzJn.o, Varese,
Italy; Mrs. .. Gabriella Yartwett Pucolni, 39 Vl~Oattaneo,
21047 saronno, Vareee, Italy; Miss Ornella Y.rtserf, 41 Via g.
Cattaneo, 21047 Saronno, Varese, Italy; and Ca.a Matern.
soclety Ine" (a oharltable lnstltutlon), P.O. ~ox 176,
Tuokahoe, New york.
If lilY wite dle within thirty days of lilY 'eath as aforesald,
I give (notwithstanding the foregolng) all Ruesian ikons, Russian
religlous objects, and Russian objects in the possession or
lilY wife and lIIyself to the Trust'as of Chrlst the Sa't'lor Eestern
Orthodox Church, 5501 Locust Lane, Harrisburg, Pennsyl't'ania.
I constitute and appoint my. wife, Nadya Yartserf Munce,
to be Executrix of this lilY last Will and Testament if she
survive me tor thirty days; otherwise, I constitute and appoint
the Dauphin Deposit Trust Company of Harrlsburg, Pennsylvania,
to be Executor if my wife dle within. thlrty days of my death.
In witness whereof, I hereunto set my hand and s~al this
30th day of June, A.D. 1971.
I
I
,
;
\
I
,
I
,
I
I
i
I
I
I
I
I
I
!
'1"~ ~~ JCII.~4.JJ-.. (SEAL)
Signed, sealed, published, and declared by the above n~ed
Thomas Edward Munce, Jr. as and for bis Last Wll1 and Testament
in the presence of us who, at hls re~uest, have hereunto subscribed
our names as wltnesses thereto in the presence or the sald
Testator and or each other. 1
<'- It !!J.(1A,(!J~1.}
REV_414 EX+ (HO)
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
[!] Original
o Supplemental
o Remainder
I, tho undersigned duly appointed Inheritance Tax Appraiser In and for the County of ~hpt'1 ,"'n
Pennsylvania, do respectfully reparl that I have appraised the reo I and personal property as reported In the foregoing
return at the value, let forth opposite eoch item in the last column to the right in ~edules "AII, "B", IIC", and "E"
Dated: Sept"mh",.. lR, 19R1 . ~
INH ITANCE TAX AP
FlI e Number
21-Ao-n71l
Estate Name
Thnmpq-Edwaxd-Munc~r.
Date 01 Death
November 1.~
Social Security Number
204-03:5.7JB
REPORT OF INHERITANCE TAX APPRAISER
INVENTORY
VALUE AS APPRAISED
ADJUSTMENTS
caDE (HARRISBURG USE aNLY) REMAINaER APPRAISEMENT caDE
Real Property (Schedule A)
Personal Property (Schedulo B)
Joint-Held Property (Schodule E)
Transf.r. (Schedul. C)
$
00+
ta+
20+
30+
TOT AL GROSS ASSETS
L... Cebt. ond Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
o Life Estate
o Annuity
40-
RATE
FACTOR
PRINCIPLE
FOR USE OF REGISTER ONLY
Tax on $
CODE
6%
Tax on $
15%
Tax on $
Tax on $
Tax on S
Exemptions
Total Estate
TOTA.l TAX
INTEREST FROM
BALANCE
TO
92+
93-
VALUE
CODE
COMPUTATION OF TAX
$
$
S
$
s
$
S
S
TAX CREDIT
$
REV-4151 EX+ C7-eO)
COMMONWEALTH OF PENNSYLVAI<IA
DEP""TMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
INHERITANCE TAX
APPRAISEMEI'lT
o SUPPLEMENTAL
File No. __2.1--80....0.7..1..1--
QORIGINAL
Estate 01
Jhomas_Edward...Munce.-J ['.---------
Caun ty
CUl]lb<;l.~land____--
Date of Death -1!.Qyembel' 1, 1 qSO
I
\
I
I
I
i
I
I
:
I
i
I
I
i
In the oyent that any future inlefcd in thi~ elilote Is transferred In pOUO!051on or nnjoyment 10 .:ollalcral heirs of the docedent after the
oKplratlon of any eslote for life of for years, tho Commonwoalth her4by elCpressJy rC'Ierves Ihe right to appraise and assess transfer
Inheritance taJlOS at the lawful collateral rala on on such future intorost.
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
ASSET SUMMARY
DEPARTMENT'S
APPRAISED VALUE
1. Total Real Property _ SCH. "A". . . . .. $ _llcm.e
2. Total Persanal Property _ SCH. "B". . . . $ 13r641.<;6
3. Tatal Jointly Owned Prope,ty - SCH. "E" $ IJnnp
4. Total Transfers _ SCH. "C". . .'. . . .. $ None
Unreported S
Unreported S
Unrepo,ted S
Unreported S
$ Nonp.
$ --1-3,641.56
$ Nonp.
$ Nnnp
S 13,641.56
OUFE ESTATE
DANNUITY
TOT AL GROSS ASSETS
OREMAINDER
TOTAL VALUE
$
I do hereby certify thot the obove appraisement is made in conzormi with Pennsylvonia law and has been filed this
day with the Register of Wills. ~-:~ JJ
~ _~\,,/t ~~+vr Sentp.mhpl" 1A, 1981
APPz!A'SER DATE
~ ~ ~
~ ..: <:
z ~ ~ 'C
0 :>- :>- s..
III
~ I ~
'" 'C
::> t<l
,.J III Q) ...
..: III i
- e
u Z 0
- .c 0
'" 0 E-o :>:
'" -
0 ~ ci
~ '"
~ '"
!-< 0 Vl 0 Z ci
Vl ~ '" :>- !-< ci
- ~ !-< t<l Z
Z !-< Z
...l ci - 0 -< ~ z ~ t<l t<l
...l Z ::E z E- O ::> u t.:l Z
~ Q Vl ~ 8 0 -< :l
..: ~ 0 "'"
}. .-_..... -- _.~ --.....-- ~ . --
\ d:~~i:;k~r\:\', <>, ' , " COMMONWEALTH OF PENNSYLVANIA
I 4 :,.0)t);,2 6, , , . DEPARTMENT OF REVENUE , ,
, """,.';." 8.3 OfFICIAL REC"'" . PENNSYLVANIA ,NHERrrANCE AND ESTATE TAX
I ,i"VP"..".. ';;" " . .' .
i '"
, .
,
It
=
,
i ~
I ~ RECEIVED
I ; 'I FROM
! /""'1 ADDRESS 10 s. Market sq.
I >, 1
I I
I
TAX AT 6%
TAX AT 15%
'epper, Hamilton. Bckeetz
TAXAT_%
ESTATE TAX
H8rriaburg. PA 17108
TOTAL TAX CREOIT
$63.09
'--~f~~T~[NJi.~ATION~-R~;;~b;~-i.--i980-----
FILE NUMBER 2 lz08 0-71 1
DATE OF PAYMENT July 31. 1981
NAME OF DECEDENT 'l'homa. Edward Ml,nce
COUNTY Cumberland
LESS DISCOUNT
PLUS % INTEREST
(FROM TO_I
m
m
TOTAL AMOUNT PAID
$63.09
--------------------------------------------
POSTMARK DATE
REMARKS:
~
"PAID ON ACCOUNT"
, , /,'
/ /,/bt.<-/ (' , 0;~
I (/ SIGNATURE
RECEIVED BY
SEAL
t
REGISTER OF WILLS
".
--------------
INFORMATION
To insure proper credit to your nccounl, tho name of the estate and file number should be clcnrly print-
ed on the check or money order.
This assessment is made in accordance with S~cticn 708 of the Inheritnnco and Estate TalC Act of
1961 (72 P,S, Ii 2485.708),
To the extent that inheritance lax is paid within three 131 months aher the death of the decedent. a
discount of five (5) percent is allowed (72 P,S, \ 2485.716),
Inheritance Tax. other than t8X on 8 future interest. is due at the date of the decedent's death and becomes
delinquent at the expiration of nine (91 months after the decedent's death (72 P.S. S 2485.711 I. 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. 9 2485.'12). Calculate interest from the delinquent dato shown
on the face of this form to the date of actual payment using tho following interest table:
--------------------- ---------- -- - ---- ------ --- - - --- - ------ ----- -- -- -- - ----
I 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 t 4 days ,00237 24 days ,00403
5 days ,00085 t 5 days ,00250 25 days ,00420
6 days .00101 t 6 days ,00267 26 days ,00437
7 days ,00118 t 7 days ,00284 27 days ,00454
8 days ,00135 t 8 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 Inheritance and Esta,e Tax Act of 1961172 P,S, Ii 2485.1001),
Make check or money order payable to:
"Register of Wills. Agent"
Mail to the address listed below:
;'.'
; ~
;;: -
c. ::~n
'- c' :;~;~
Cl'. N (I..: .J
l., ~' .l.'Q=.
C,.. c..:> wl.;..J
0:;',1; = 'ru
oa ::c::.:-
(.)w ",--
~"" - uJB
~ ...J
(.)
PAYMENT;
To tuUiII the requirements of SectIon 1745 (b) of the Inheritance and Estate Tax Act. Act 255 of 1982 (72 Pa C.S.
Section 1745),
Detach the top portion of thiS Notice and submit with your payment to the Register of Wills.
PURPOSE OF
NOTICE;
REFUND teR): A refund of i tax credit. may be requested by completing an "Appilcation for Refund of Pennsylvania
Inheritance and Estate Tax" (Form REV- 1 313). Applications are available at the Office of the Register of Wills.
any of the 24 Revenue District Offices. or from the Deoartment's Forms Service Unit 24 hour Forms Ordering
telephone lines In Harrisburg - (717) 233-3443. in Philadelphia - (2151 351-2065 or In Pittsburgh -
(412) 565-3601-
OBJECTIONS: Any party In interest not satisfied with the assessment of tax as shown on this Notice may object within
sixty (60) days of receipt of this Notice as follows:
--Address information is listed on page 13
Decedent"
--Make check or money order payable to:
of the booklet. "Instructions for Inheritance Tax Return for a Resident
REGISTER DF WILLS. AGENT.
--by written protest to the Department of Revenue, Board of Appeals. P.O. Box 8480, Harrisburg, PA
--by election to have the matter determined at the audIt of the account of the personal representative
--by appeal to the Orphans' Court
17105-8480 OR
OR
ADMIN-
ISTRATIVE
CORRECTIONS;
INTEREST:
Factual errors dIscovered on this assessment should be addressed in writing to: PA Department of Revenue. Bureau
of Individual Taxes. P.O. Box 8327. Harrisburg. PA 17105. ATTN: Post Assessment Review Unit (717) 787-6505.
See page 3 of the booklet "Instructions for Inheritance Tax Return f or a Resident Decedent" for an explanation
of administratively correctable errors.
Pennsylvania Estate Tax based on the Federal Estate Tax return becomes delinquent at the expiration
of eighteen (18) months from the date of death.
Interest is calculated on a dilly baSIS at the
DelinQuent Date
follOWing rates:
Interest Rate
Dail~' Interest Factor
5/27143 to and Including 12/31/81
111182 to and including 12/31/82
111183 to and including 12131/83
111/84 to ano including 12/31184
111185 to and Including 12/31185
111186 to and including 12131/86
--Taxes that became delinquent on or before
delinquent balance IS paId In full.
--Taxes that became delinquent on or after Januar~' 1. 1982 are subject to a variable interest rate that changes
each calendar year.
--Interest IS calculated as follows:
6%
20%
16%
11%
13%
10~o
December
31. 1981 will maIntaIn a
,000164
,000548
,000438
,000301
,000356
,000274
constant Interest rate until the
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinQuent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice.
additional interest must be calculated.
~-...
::-~' ,;::.
- ~l
-, ~:'2:
L. 0, ~~~~
<., :.t:<:
C~~ N ~_J
L.l...: ~ _ ' 0- ~cr;
01-' c:.: 0..,
c<:V' CO ~~
C-
OO a::~
..,W - ..,~
a:a: ~ -,U
U
\
I
\
*\
APPLICATION TO
TRANSFER SECURITIES
FILE NUMBER:
COUNTY ,,,(1 J1J -'1//
REV.517 EX. (7.801
COMMONweALTH OF PE.NNSVLVANIA
QI!PARTMENT OF fH;:VI:NUE
TRANSFER INHERITANCE TAX
.
STATE
RESIDENT DECEDENT
NOTE: THIS APPLICATION MUST BE FILED IN TRIPLICATE WITH THE REGISTER OF WILLS FOR THE
COUNTY IN WHICH THE DECEDENT RESIDED AT THE TIME OF DEATH.
N 10 d t Thomas Edward Munce a/k/a/ Edward
arne 0 cce en :
Nov. 1 1980 Cumberland
Date 01 Death: ' County:
Address of
Decedent:
DATE October 26, 1981
Munce
19 Beach Farm Road, Pennsboro Manor
Wormleysburg, PA. 17043
1CITY, BOROUGH)
(::tlATE)
(ZIP CODE)
DESCRIPTION OF SECURITIES:
215.909
(NUMBE.I~ OF ~HARESI
c.
plitrend Fund, Inc.
(NAME. OF ISSUING COMPANY)
Mutual Fund
ICLA55 Or STOCKI
b.
,. Stocks a.
d.
Assorted
$3,400.57
e.
(DATE OF ISSUANCE)
(DATE OF O(ATH
TOTAL MARKET VALUE)
2. Bonds a.
b.
(MATURITY DATE)
c.
(FACE AMOUNT)
(INTEREST RATE)
~.
e.
I.
(CATE OF DEATH
TOTAL MARKET VALUE)
(NAME OF ISSUING COMPANY)
(OAT!;. 0.. ISSUANCE)
The securities are registered as follows:
Edward Munce
(NAME OR NAMES IN WI-1ICH CE'~TlnCATE5 AilE REGISTERED)
Name 01 Applicant: Nadya Munce, Executrix of the Estate of Thomas Edward Munce
Address 01
Applicant:, 19 Beach Farm Road, pennsboro Manor
Wormleysburg,
(CITY, BOROUGH)
PA.
17043
(ST ATE)
(ZIP CODE)
~ (~ ,J,\ "I G~ lCW--Z
((SIGNATURE) .
CONSENT TO TRANSFER SECURITIES
I hereby consent to the transfer of the above securities and waive the filing of a certificate certifying to the
payment of the transfer I nheritance Tax.
Signed for the Secretary of Revenue
1Pe~ SIJ /~,f/
(QATE) ...
~
~' /d
a . '-t/'ia/
(~TEROF~
By
REV0455 EX'" (3.80)
COMMONWf.f.'.TH OF PENNSVLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
-- .---
Estateofjllol"AS €')'''(j,,('j) /4""1': Date of Death 1/-/- ~CJ FileNo. 2/-'"(0 -7/1
WHEN CLAIMING THE FAMI L Y EXEMPTION, COMPLETE THE FOLLOWING:
Claimant !tt1DY/l NI!/'((~ Relationship to Decedent 1.t.,~,2:
Claimant's Address at time of Decedent's Death I e;(
~ti/fC/~
---
!-,ff{' /1-,
;?ClID ~~I,f1.t:'C';Y'SIJ"",r;-, [JIJ,
I .
ITEM DATE NAME OF PA VEE REMARKS I AMOUNT
NO.
/ Ic- (- "<,,, JyAD"'A M,,-,,~ (u.~,d rlt/l1lt. v r: l' f'./I,ldTll'''' :;"000
?. If-/(-''t'1 (;.,l. l14/{.-::v f'V,IIF{('/rt.
iW,'1,= ",o/r 6/1'/t3r\'/tt.. (iXt'tiK( 1;- 1 ,~CJc
~ C 0!1,V5 ~l- ~ 13t3
- rPel' Pt:I? . U/t/" II.. iC/IY or
5 Of t= E. T'L -A71,vll'w,~ rtJlt r-tG'" '7'- L t3C.AL
!3.x (.'CI\?t'( IcJ 000
TOTAL I f2. SCf 0
I hereby certify that to the best of my knowledge and belief the foregoing is a just and t'"e statemgnt 01 debts, funeral
expenses and expenses of administration submitted tQ...1he e~a\9 ~depjctiDns for Inhs. itance Tax purposes.
- /'JI<-tkt.f jA"'1- .":.y; ~--
-;I/~ZJ~ 11-f,J1'.{C' ,.. 7f" - 7 - ? I - 1 !
/ SIGNATURE OF FIQUCIARV DATE
OFFICIAL USE ONLY
DEBTSANDDEDUCTIONSAREALLOWEDINTHESUMOF S leX /)t(f}, lot..() AT
I
6
% TAX RATE
9J;d/"j:.fl;;~~
f-d?---'? /
DATE
.y-. c:......
,
'- ("" t....j .
,- a. ~u
;';:CJ
I, ...~-=
"-- ~~
0.:' ,...., n.....J
6.... 0::._
W~.j Ow
01- ~ 'co
c::V'> "':c
0(; "'=>
'-'w ~ ~'-'
....'"
a:: 5lO u
ACN
202
COIr,lh'ONVo'EALTH 01' PEk"SYlvA"'::'
OEPARTMENT 01' REVENUE
BuRE~u OF ISOI\'IOU:'l lUES
P,O. BOX 832'
.,&qR,:SBURCo P':' 1710!
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
tmount Remitted to Register of WiIlS\
~~'!: ..A.!-9~~. ,!:HJ~ _L!~E_ . _ _ _>>:' _ . _ _ ~EJ' ~LN_ ~Q~~~ _P_O.RJ'LO_N_ !:Q~ .Y_O_U,R. ~I~~~ - - - - . ~- - - - - - - . - - - -
REV. 736 EX (03-86) --NOTICE DF DETERMINATION AND ASSESSMENT
DF PENNSYLVAIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER--
MICHAEL P KERRIGAN
PO BOY. 1181
HBG PA 17108
ESTATE OF MUNCE
THOMAS
E FILE NO.21 80-0711
ACN 202
DATE 11-03-86
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified .00
2, Pennsylvania Inheritance Tax Assessed 63.09
(Excluding Discount and lor Interest!
3, Inheritance Tax Assessed by Other States .00
or Territories of the United States
(Excluding Discount and lor Interest)
4, Total Inheritance Tax Assessed 63.09
5, Pennsylvania Estate Tax Due .00
6, Amount of Pennsylvania Estate Tax Previously Assessed .00
Based on Federal Estate Tax Return
7, Additional Pennsylvania Estate Tax Due .00
TAX CREDITS:
i PAYMENT
DATE
RECEIPT
NUMBER
INTEREST (-)
AMOUNT PAID
TDTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TDTAL DUE
.00
.00
.00
.00
. IF PAID AFTER THIS DATE SEE REVERSE SIDE
FOR CALCULATION OF ADDITIONAL INTEREST
(IF BALANCE DUE IS LESS THAN $1 OR IS REFLECTED AS A "CREDIT" ICR). NO PAYMENT IS REQUIRED)
PURPOSE OF
NOTICE:
To fulfill the requirements of Sectlon 1745 (bl of the Inheritance and Estate Tax Act. Act 255 of 1982 (72 Pa. C.S.
Section 1745),
Detach the top portIon of this Notice and submit with your payment to the Register of Wills.
PAYMENT:
--Address Information is listed on page 13
Decedent"
--Make check or money order payable to:
of the booklet. "Instructions for Inheritance Tax Return for a Resident
REGISTER DF WI~LS, AGENT.
REFUND (eRI: A refund of a tax credit. may be requested bv completlng an "Application for Refund of Pennsylvania
Inheritance and Estate Tax" (Form REV-1313), Applications are available at the Office of the Register of Wills.
any of the 24 Revenue District Offices. or from the Department's Forms Service Unit 24 hour Forms Ordering
telephone lines in Harrisburg - (717) 233-3443. in Philadelphia - (2' 5) 351-2065 or in Pittsburgh -
(412) 565-3601,
OBJECTIONS: Any party In interest not satisfied with the assessment of tax as shown on thiS Notice ma\' object within
sixty (60) days of receipt of this Notice as follows:
AOMIN-
ISTRA TIVE
CORRECTIONS:
by written protest to the Department of Revenue. Board of Appeals. P.O. Box 8480. Harrisburg, PA
by election to have the matter determined at the audit of the account of the personal representative
by appeal to the Orpnans' Court.
17105-8480 OR
OR
INTEREST:
Factual errors discovered on thiS assessment should be addressed in wrlting to: PA Department of Revenue. Bureau
of Individual Taxes. P.O. Box 8327. Harrisburg. PA 17105. ATTN: Post Assessment Review Unit (717) 787-6505.
See page 3 of the booklet "Instructions for I"heritance Tax Return for a Resident Decedent'. for an explanation
of administratively correctable errors.
Additional Pennsylvania Estate Tax assessed as a result of a change based on the Federal Estate Tax closing
letter becomes delinquent at the expiration of one (1) month from the date the flOal notice of the increase
in Federal Estate Tax is received.
Interest is calculated on a dally baSIS at the
Delinquent Date
follOWing rates:
Interest Rate
Dail\' Interest Factor
5/27143 to and Including 12/31/81
111/82 to and Including 12/31/82
111/83 to and includong 12/31/63
111/84 to and onclud,ng 12/31/84
1/1/85 to and Includong 12/31/85
1/1/86 to and Includong 12/31/86
Taxes that became delinquent on or before
delinquent balance 's paid In full.
Taxes that became delinquent on or after January ,. 1982 are subJect to a varIable Interest rate that changes
each calendar year.
Interest is c31culated as follows:
6"
"
20%
16%
11%
13%
10%
December
,000164
,000546
,000438
,000301
,000356
,000274
3 1. 1981 WIll maintalO a constant Interest rate until the
INTEREST . BA~ANCE DF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAI~Y INTEREST FACTDR
-- Any Notice issued after the tax becomes delinquent will reflect an mterest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the mterest computatlon date shown on the Notice.
additional interest must be calculated.